Biotech Values

[Whalatane]

Vin re RGLS . I have a small position in this Co and am also interested in why Jbog is high on it ?
Reasons for my position ?
Theres currently only 1 med available specific to ADPKD kidney disease and its poorly tolerated ( makes you pee a lot ) and not very effective.
There are around 160,000 ADPKD patients in the US and around 55% of them will have kidney failure and need dialysis by age 55.
My wife rounds dialysis clinics and writes reports on roughly 120 dialysis patients each month ..There is a high mortality rate for dialysis patients ...you can google or perplexity the numbers if you wish.
RGLS 's med slows the formation of cysts in the kidney filtration system and so far appears very safe and well tolerated.
This is P 1 data . P2 trials expected in 2025 will an expected application for accelerated approval .
So early days
Vivo Capital owns roughly 8% of the outstanding shares ( IIRC ) . Vivo specializes in a lot of niche kidney specific drugs in development ...UNCY for example
Kiwi