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Re: Megc post# 334207

Friday, 04/09/2021 2:22:33 PM

Friday, April 09, 2021 2:22:33 PM

Post# of 448124
regarding April deck

Good to see no debt and strong cash balance.

interesting they did a sept 2020 awareness survey and confirmed low awareness. Would like to see more about how to change that. Given COVID not clear a DTC push would have been smart in 2020.

Would like to see more on how they intend to address insurers and pharmacies.

Very weak on new indications or pipeline thoughts.

Overall they seem well aware of the situation and unfortunately COVID and uncertainties on being able to protect the cardio risk indication have boxed them in for the past few months. How they respond as COVID breaks and legal issues move ahead will be critical.
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