Biotech Values

[poorgradstudent]

Re: CLDN

BNP is correlative to disease, but I think there is significant concern as to whether or not it has a causal role. I wouldn't base my investing decisions on it.

I think notwithstanding all these endpoints and markers, there are some easy questions to ask of any possible drug intervention:

1) Does it do what they say it does? In the case of CLDN's AAV, it does not increase SERCA protein expression in the pig model.

2) Is it dosed reasonably? From the brief calculations I posted*, it isn't dosed reasonably.


So you have an intervention that doesn't seem to do what they say it does, and it's not dosed reasonably. At that point, does BNP matter?



* Corrections welcome. They were done quickly.