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Re: TomP1 post# 71271

Friday, 07/29/2016 3:19:38 PM

Friday, July 29, 2016 3:19:38 PM

Post# of 457718
re: "The bigger problem I see is that McFarlane created expectations that these 3 patients were representative for the whole trial. The data presented could not live up to these expectation. Disease stabilization at 31 weeks is itself great, but not if you were expecting a reversal"

What difference would that make to future sales? None.

You just said it yourself : "Disease stabilization at 31 weeks is itself great..." .

People are going to buy the superior product. Which we have. Are we going charge more money for the 20% who exhibit reversal of debilitation? No. Are people going to choose otherwise inexorable deterioration over stabilization? No. Therefore, McFarlane's observations have no calculable impact on valuation. If someone is looking for an excuse for dumping shares, this isn't it.

Another poster mentioned advances in early detection going on in the field. Arresting the disease before actual symptoms manifest is huge. Huge in terms of steady eventual eradication of the scourge, but also a huge new market in terms of future sales. This makes the pipeline even more valuable.



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