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DewDiligence

07/25/15 12:10 PM

#193723 RE: lgonber #193721

ESPR—thanks for your explanation. So if there are 2 different way of thinking, difficult to foresee what will happen here after news. Would you consider to add at $70?

I’m sitting this one out. ESPR’s valuation doesn’t adequately (IMO) discount the uncertainties pertaining to safety, requirements for a CVOT, and the competitive threat from generic Zetia as well as the PCSK9 drugs.