RPRX
Things to look out for tomorrow, if you're going to make the time to listen to the webcast:
1) Information on uterine fibroid volume (a secondary end point). While far from critical because bleeding and pain are what drive women to the clinic, substantial shrinkage would be nice to see.
2) Whisker plots for endometrial thickness in the uterine fibroid trial. Would be spectacular to see that the thickness range for the 25-mg dose fits inside the range for placebo patients.
3) Any additional color around the pain end points for endometriosis and uterine fibroids.
4) Discussion of how/why the secondary end points of libido and distress were not positive, as well as discussion surrounding the measures used to assess libido and distress.
Anything I'm missing? Hopefully the CEO won't open his mouth. While I admire the management's openness and honesty, Podolsky could use a course in diplomacy. In short, if there's anything bad to say you can trust him to say it, and in the worst possible way. On the other hand, if he doesn't hedge and hem and haw the outlook must be really good.
After today, we're <50% of the way to where I think RPRX should be valued. I also find it a little ridiculous that RPRX is trading at less than what it was 10 months ago.
