RE: squat25025 May 2019 07:59
You got to had it to SP 250 he must be putting a lot of effort into looking for these seeds of doubt and then putting a lot of thought into strategies to spin them on here to cause fear. The issue I have with his approach is that he only ever emphasises the down side risk no matter how small and probable. He completely dismissed or ignores any positive news and upside risk reduction/progress to market. Let’s look where we are now. 3 clear options to approval defined with the Agency (no approval not being one of those!), which do have different risk, cost and time profiles. The worst of which; more pre-market data, may actually be a relatively small cohort, short study addressing this liver risk for all we know? My view is we are close and have derisked further since the original NDA submission. Our chance of success of getting to market has increased substantially and our Net Present Value has actually increased! But unfortunately this is not widely understood and hence the languishing share price. Let’s hope for clear decision next week and hopefully that approval we and our patients deserve! Good luck all, including SP 250 (include a tight stop on that short;-)). JB