Replies to post #189283 on Biotech Values

[DewDiligence]

OCRX is so cheap that anything of value stemming from the oral formulation of OCR-002 is gravy.

Thanks for the citation on Ravicti.

[DewDiligence]

(OCRX)—It’s an enigma that HTPX wanted to run a phase-3 Ravicti trial in HE insofar as such a label expansion would have compromised the sky-high orphan-drug pricing for Ravicti in UCDs. Now that HZNP has formally dropped the idea (#msg-112229035), we may never know the rationale for conducting such a trial.