ESPR—I have no position, but I’m more bearish than bullish on the prospects for bempedoic acid, which may get caught in a payer-induced vice between generic Zetia, on the one hand, and the (recently price-reduced) PCSK9 agents on the other.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”