Biotech Values

[ghmm]

Actelion didn't stratify their Bosentan IPF P3 based on PAH diagnosis. I thought that especially strange given the drug has benefit in PAH. The CEO was asked about it on a call once and said PAH is extremely uncommon in IPF. I never thought much of the CEO but that comment made me wonder if they just didn't read the literature or if they were trying to deceive people. I don't know if there were imbalances in either their Phase 2 or Phase 3 but I would be curious if that contributed to the trends they saw especially since they decided to not continue to pursue Bosentan in IPF.