Biotech Values

[DewDiligence]

PTLA—For strategic reasons, PFE+BMY or JNJ better buy out PTLA, do you agree?

No, I do not agree. For PFE/BMY or JNJ, owning Bevyxxa would be redundant; moreover, I doubt that PFE/BMY and JNJ see an FXa antidote (Andexxa) in their toolbox providing a substantial marketing edge over competing companies who are selling anticoagulants.

I believe in KOL and Bevyxxa potential to reach $2+B is very high, not including [Bevyxxa] branching into Eliquis's multi-billion indications, which I am confident PTLA is planning to do, and [Bevyxxa] may beat Eliquis because [of] Bevyxxa’s Unique Properties…

I don’t think Bevyxxa has consequential “unique properties” compared to Eliquis and Xarelto. Rather, Bevyxxa is just another oral FXa inhibitor with somewhat different pharmacokinetics.

PTLA was pretty lucky to get the “new” FDA to approve Bevyxxa based on a single phase-3 trial that didn’t show overwhelming efficacy and technically missed its primary endpoint.

In summary, I respectfully disagree with almost everything you posted in the message I’m replying to.