Relief Therapeutics Holding AG (RLFTF)

[Uncle Gee Gee]

I disagree JT... JB and Bill are on target here. It's the right strategy to go after the hardest patients first... the patients no one else wanted to touch back then (Mar-Aug), and it has propelled us far ahead of the competition as a result. Once the IV is approved for the severe patients, the drug gets rolled out and begins demonstrating efficacy, saving lives, building a reputation, and becoming the go-to-drug for ICUs around the world. When the inhaler (the real breadwinner) steps out into the spotlight, it steals the show. This is a take-all strategy, and I love it.

Play the reverse strategy for moderate, and we get caught up with all the other competition in that market. Its a weak strategy.

Additionally, although the IV is likely also effective on moderately ill, the inhaler is expected to be a more-direct treatment... right into the lungs where covid exists. As Dr. Javitt explained... its a lot harder to get a drug approved through the fda for anything going into the delicate lungs.

My guess is... we get approval for severe, then docs become comfortable with the drug and begin using it on less-severe patients to prevent escalations to ICUs, until the inhaler is approved.