Biotech Values

[iwfal]

FGEN -

Now it could of course be that they are simply talking their book here, given that both active known competitors (Akebia and GSK) seem to be using daily dosing, while the 3x weekly dosing of the FGEN drug and their 12-hour half-life means that you should only get intermittent activation.

FWIW - I give more credence to this than I would to most biotech corporate explanations for a variety of reasons (e.g. the clear benefit of HIF prior to injury vs the very muddy benefit of HIF in chronic conditions). But nonetheless wo data it is hard to take completely at face value despite the fact that the FGEN corporate culture seems to be *very* thorough pre-clinical testing.

Separately, in regards to competitors - have you done a list of all the competitors in PHD? Trial phases? What PHD they are inhibiting?