Corbus Pharmaceutical Holdings, Inc. (CRBP)

[Juice Newton]

Anabasum is an anti-inflammatory and not primarily targeted at CF. It will be approved for scleroderma at a minimum IMO and perhaps for other indications as well. For CF, the drug would be more of an add-on treatment, not the main treatment. So anabasum would be complementary to the VRTX treatment (or PLX or whatever else gets approved) not a competitor.

Also, do you think VRTX is really worth $40B+ right now? It's way overpriced, but that won't stop Wall St. from running it up to TSLA over-valuation levels.