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HDGabor,Interesting thesis. Considered the ICER report but the

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MedResCollab   Wednesday, 07/10/19 06:10:48 PM
Re: HDGabor post# 200940
Post # of 338685 
HDGabor,

Interesting thesis. Considered the ICER report but the content would in our view be predictable, thus not significantly market moving. Similar to predictable AHA data on secondary eps, or follow-up second event data at ACC (~30% RRR etc).

And of course, we differ on what we view as likelihood of AC meeting. Also consider the recent move up as a possible market reaction that incorrectly assessed the “AdCom” window as closing and an announcement less likely thereafter. Adam Feuerstein added to this misunderstanding with a follow-up article expressing incorrect assertions of FDA guidance (“60 day notice” doesn’t exist, etc). The PR was in our view interpreted to mean an even greater possibility there wouldn’t be an AC meeting now. We feel that assisted the propulsion over $23, though was misguided.

I guess we will see. Not long now.

Good luck to you.

-MRC


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