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Re: Sagaponack post# 670

Monday, 11/10/2025 1:47:00 PM

Monday, November 10, 2025 1:47:00 PM

Post# of 877
I listened to their presentation .
My take is that they are focused on launching this drug themselves as
1) most pediatric patients are treated at just a few major Children's hospital
2) most tumor patients are treated at just a few Academic hospitals

So they only need a small # of highly trained med people to interact with these roughly 20 hospitals in the US .

Part of the current PPS is a spec on this Co being bought out . That was my view .
However they definitely conveyed going it alone today
JMO
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