Biotech Values

[biomaven0]

considerably biased to a certain point. He ran YMI's Mayo Clinic trial

There's not a lot of editorial comment in that letter. And on balance, I wouldn't say this report is necessarily bullish for YMI either - no particular reason to assume their results will be dramatically better. And if lack of durability proves to be a class effect, then the whole market is smaller than people have been assuming. Likely the rebound on discontinuation will at the very least prove to be a class effect.

Peter