Biotech Values

[vinmantoo]

I've already posted here that I expect ORAL tolerability to be "Best In Class" and that WL will be "Stellar." (see #msg-176446318 ) If you are looking for a WL number estimate, I will say that it will be double digit at the highest dose of 120 mg approaching the ph2 SC trial results of 13% over 13 wks. (pure SPECULATION on my part- do your own DD as I could be off). Having said that, the more important results will be the 60 mg dose and the 90mg "maintenance" dose in my view (the one that steps up to 90mg and comes down to 30mg). Both of these dosing schemes would be competitive in an induction setting if they were to get close to double digit WL using my cost estimates on API (which I have yet to post).

Mufaso,

Thanks for the last posts on VKTX. One thing to consider, at least down the road, is that the oral formulation requires far more VK2735 than subcutaneous. That means VKTX will have to ramp up production. It won't affect my investment views now, but is something to consider well down the road, assuming of course the oral formulation does the trick.