I was able to catch the NPSP webcast from JPM. It’s on my list for more DD as time permits.
Are you concerned about the manifold competitors in the PTH space? There’s EMIS’ oral program, NSTK’s intranasal program, the new LLY-ALKS partnership, and of course, Forteo.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”