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Monday, 02/02/2026 8:01:48 AM

Monday, February 02, 2026 8:01:48 AM

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Paradoxically, this CRL may increase strategic appeal: the drug is clinically de-risked, and approval now depends mainly on building the right preparation and administration system to make user error unlikely. In the meantime, while they work through the regulatory alignment, they can safely prepare the commercial launch. Combined with today’s depressed valuation, this looks like a particularly attractive setup for a strategic acquisition.
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