>I more and more believe that ATryn is "the promised land".<
In #msg-28231986, I was not trying to convey the notion that ATryn is the “holy grail” of anticoagulant drugs. It isn’t; rather, ATryn is a straightforward replacement therapy for patients who don’t have enough endogenous antithrombin due to a hereditary deficiency or an acquired deficiency in a condition such as DIC.
The addressable market in DIC—and perhaps other acquired antithrombin deficiencies—is large (#msg-22017312, #msg-25873575, #msg-26910150); however, no one is suggesting that ATryn is well suited to being a standard baseline anticoagulant for such conditions as ACS, AF, and DVT.
If there is any such thing as a holy grail for anticoagulants, the drug with the best opportunity to warrant such a moniker is M118, IMO.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.