Biotech Values

[iwfal]

TRVN

The most consequential safety/tolerability issue is respiratory distress, not nausea.

The company themselves have noted that respiratory metrics are not well standardized (and thus, IMO, questionable as a driver of sales - at least until they have real safety data from much much bigger trials.)

Again my point isn't that it isn't a meaningfully better drug - but whether it is enough better to drive sales through the medical community.

BTW and FWIW - I think the reduction of OIC for their oral drug would be a stronger driver, but I want to see better data on addiction potential because if it still produces the high then my guess is it becomes more difficult to market (vs all the anti-abuse opioids)