Replies to post #190506 on Biotech Values

[poorgradstudent]

CLDN:

I appreciate it. Honestly, this is exactly where I was expecting it. The ITT HR is probably 1, which would be consistent with the fact that they're not producing any protein in the heart.

I don't think this speaks to AAV use in other organs, but does speak to AAV use in the heart via intracoronary delivery, and also speaks to the credibility of the academic labs that pushed the preclinical work.