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Re: Whalatane post# 15120

Saturday, 03/19/2022 9:16:41 PM

Saturday, March 19, 2022 9:16:41 PM

Post# of 17446
Kiwi, I don’t deserve any credit for mentioning KZR. These are phase 2 results for them, and there are more drug failures in phase 2, than any other phase. I wouldn’t touch KZR again (held small and sold some a year ago on a trade) until it is more mature. No position in AUPH either..

Bought some RVNC after their phase 3 blow up that forced a re-filing. That’s the sandbox that I like now. A misstep by the company in the actual filing process that has nothing to do with the chemistry of the compound. Those are few and far between, but when you find them, you gather assets..
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