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RVNC
RVNC - given that the price immediately fell below the offer price, and stayed there, it seems quite possible that none of the option was exercise.
CRISPR reveals some cancer drugs hit unexpected targets. . Summary: when scientists used CRISPR to remove the putative target of some cancer drugs, the drug still worked.
https://science.sciencemag.org/content/365/6458/1065
AMRN
Also note, to add insult to injury, the FDA accidentally announced the approval as a direct response to his own actions.
It is actually impressive the rate at which he has been wrong on short predictions for binaries. Truly. The reason it is impressive is that it’s like shooting fish in a barrel to predict failed binaries (the hard part is that companies with failed binaries are generally pretty good at spin, but he’s been unambiguously wrong multiple over the last month or two)
Thanks for that data (I knew statin compliance was low, but had assumed something like 50% drop off after 2 or 3 years). My gratuitous comments about a compliance rate that low are:
1) it is surprising that our society’s MACE rate has actually dropped as much as it has over the last few decades.
2) this is particularly bad since the Mendelian Randomization data indicates that low LDL benefits are substantively cumulative over a period of many years. E.g. the HR of dropping your LDL to 100 might be only 0.65 in first 5 years, but is 0.4 between years 10 and 15 (numbers are estimates for illustration - but the cumulative effect is large)
AMRN
AMRN vote on primary plus secondary vs only secondary
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=152287417
FGEN
OT - Go Matt go!!
(FWIW Matt is extremely numerate, analytic and unbiased (fairly rare in MDs))
The only thing I’d add to Matt’s commentary on why the medical profession is so resistant to CAC is from my experience - that because it isn’t a good surrogate in trials, it can’t be a good predictor in life (this is faulty logic).
(Hi Matt)
RVNC
FGEN
FGEN
IONS/AKCA - always been true that Crooke is the feudal lord. You serve at his convenience.