Biotech Values

[iwfal]

TRVN

In the acute, in-hospital setting, which TRVN is targeting, abuse deterrence should be less consequential than in the chronic setting.

FWIW I was referencing their oral mu-opioid (734), not the IV mu-opioid (130) for which they just released data.

More generally I am just suggesting that this validates their concept for other pieces of their pipeline - and those pieces may more easily displace the existing drugs?

BTW - my commentary on 027 (their CHF Drug) I think the recent expansion in ph2 trial size is a very good thing. As I've noted before I think the company was being very naive thinking that their drug is going to a clean win drug in a disease as heterogeneous as CHF. I.e. they will have to look at the ph2 data and datamine for a subgroup - and it is much more reliable to datamine a larger group.