Biotech Values

[DewDiligence]

rkc: Please don’t put words in my mouth.

Zebra’s “murky MOA” caveat does not refer to corporate deception but rather to drugs whose MOA is not well understood. At times, Dr. Levitt has described Evizon as an AI, at other times as a VTA, and at other times as neither. I don’t think anyone has a really good handle on how the drug functions.

Of course, none of this MOA stuff will matter if Evizon proves to be safe and effective. Until then, however, Zebra’s red flag does apply to Evizon… and yes, in spades.