Biotech Values

[poorgradstudent]

BMY / QURE:

Seems that market is too small for BMY.

Not sure it's that simple.

Such a focus gives you a genetically defined cohort rather than the heterogeneity of the acquired HF group. That results in smaller trials with an enriched, more homogenous population. Therefore, the clinical development will cost less, and they still have the pricing power of a tailored treatment.

Also, if they can make replacement therapy work for one congenital mutation found in the heart, there are plenty others that can be targeted.