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Re: semi_infinite post# 19489

Saturday, 09/07/2019 9:14:19 AM

Saturday, September 07, 2019 9:14:19 AM

Post# of 29422
This gives you a feel of how the Adcom should go.
https://www.fda.gov/advisory-committees/allergenic-products-advisory-committee/2016-meeting-materials-allergenic-products-advisory-committee

IMHO I think AIMT probably would get approval. However it may come with
a black box warning as there are lot of SAE and high patient dropout.
It does work as advertised and no different that what I have been seeing
an allergist for many years for severe reaction to hornet sting (except
that AIMT is oral delivery). Most likely it won't be a blockbuster.

My personal take is to try to buy it if there is a price slump in October
and sell it if the price goes up near its PDUFA date to make short term
trade worth around 25%-30%. I have traded in and out of it for a while, but
not a long term holder.

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