Biotech Values

[vinmantoo]

The May readout is in lower risk patients with covid where paxlovid failed to show a clinical benefit, so the market may be uneasy about the upcoming readout. I continue to think good data in higher risk patients where paxlovid also showed benefit is enough to catapult the value of the drug because of it's better profile vs paxlovid, but I am keeping my expectations in check for the May data - safety and difference in viral load without necessarily better resolution of symptoms is my base case, and any benefit clinically would be a huge added bonus

Thanks for the response. Sorry I didn't explain myself in detail but we are in full agreement. I think how quickly viral levels decrease and whether or not EDP-235 can reduced or eliminate viral rebound will be key events, along with safety obviously. As you say, symptom and clinical benefits would be fabulous but I am not holding my breath.