Replies to post #181170 on Biotech Values

[iwfal]

TRVN-

I have reservations about their cardiovascular program. The science behind it is intricate, but I think it tries to make too fine a point of extrapolating from their cell culture experiments.

I'd be pleasantly surprised if their CV agent TRV027 makes an efficacy impact.

Agreed on AHF drug. They have a solution looking for a problem. (AHF is a *very* heterogeneous disease with a constellation of contradictory symptoms. A drug that hopes to benefit multiple symptoms at once is likely problematic.)

The opioid IV drug OTOH is treating a simpler 'disease' and the early data looks like it might have benefit. But still early and pain drugs notoriously difficult.