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Re: mcbio post# 208047

Monday, 01/16/2017 5:42:53 PM

Monday, January 16, 2017 5:42:53 PM

Post# of 252200
ACRS:


I'm generally a bit wary of P3 binaries in general and especially when it pertains to a dermatological indication (quite often high placebo responses).


Well to alleviate some of your worries they already reported results smile. The one thing that I don't like at this point is a lot of value is in the stock for this indication and I just don't feel comfortable with the market opportunity here. I'm not sure if this would fall under aesthetic or not (they are also developing it for warts) which again is something I'm not comfortable with (not sure how sales would go).

yes I've heard other JAK's for Alopecia but I don't know where any of the programs stand. It seems they are working on both oral and Topical formulations which I find interesting. I own CLVLY which is developing a drug for amongst other things Vitiligo and have come across some findings that JAK's have potential here. Its a disease that really could use better options (a lot of unapproved things, makeup and light therapy seem to be what is used no approved drug).

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