Re: I'm going with the science folks views..
in response to
by
posted on
Nov 16, 2019 08:32PM
Good points fuzzy (and via Bear's post) ... so for those smarter than I, for the positive areas which were actually impressive, what would the potential market be like for those specific indications? ... and therefore potential sales, and purchase value of RVX?
With Cognitive still to go, from BoM it appears that the best and most effective benefit is help for Cardio patients with certain eGFR stats, and a few others, but not much else? Important Cardio results and benefits in a more narrow scope than expected, but not looking as impressive for Renal alone, and maybe not quite the anti-inflammatory benefits as hoped (expected)?
We have cognitive to be revealed yet, more post-hoc analysis to come, and further study ahead surely, but really disappointed with the general Renal outlook based on BoM ... just trying to think through the actual potential market "evidenced" at this point in time based solely on BoM, with Apabetalone?
Again, seems pretty obvious it is "deal" time, and hopefully there really is indeed a lot of interest from multiple BP's for competition, and assuming this FLD information revealed today has been previously disclosed under CA's with any potential buyers, and baked into EV's. So, bring it on.
Yo ... Don? ... Anybody? ... Buehler?