As I said, I don't see value right now. Read that as not enough to affect my current valuation, not that I have to wait and see if RVNC will be profitable!
There is extra speculation on the level of the immune response rate and when or whether it might be gauged well enough to affect sales, if it is indeed enough to matter. That in addition to a comparable situation of if there is a specified benefit at a future date, it can be quantified to some range.
All told it isn't worth adding into my valuation. Maybe it is for you.
I was a candidate for Botox for migraine and was approved by insurance for treatment. While I eventually declined for other reasons, the albumin was never brought up by the care provider or the pharmacy despite my requests for further information. It was probably in some of the paperwork that I never got. I don't doubt that there are some for whom a yuck factor might apply, but it should not move the needle enough to matter for my valuation. If it does matter, they won't be selling enough 002 when it doesn't matter.
Good to know, should be worth more than the yuck factor. Any idea on the numbers?
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