golf ... if we can't eventually move the needle with further devlopment on our own, maybe "competition" will force other BP's into the game with their own answers for ABL type therapies.
We have been unduly proud of our 8 year lead, and there has been discussion of canibalization fears among BP's. But as the 8 year lead dwindles, and other similar solutions start creeping into the marketplace, maybe it will force other BP's into "competitive mode" as these types of therapies start to show real promise with actual dollars in revenues accruing.
In a weird way, maybe losing the 8 year lead, will become a good thing? ... less "futuristic" and more "now" and very real???
Covid could still be the quickest and least expensive option and answer for approval, and potentially open the door for fast tracking for other indications (with a BTD), once on the market as a proven "safe and efective" therapy?
Assuming leadership's goals and strategies are altruistic, and in the best interests of patients, and their obligations to investors.