Replies to post #193724 on Biotech Values

[mcbio]

ESPR -

You need to specify whether you’re talking about Praluent’s FDA label or its EMA label, which are widely different (despite the convoluted attempt by some ESPR longs to claim that they are similar).

I haven't followed PCSK9s generally or ESPR specifically all that close as cardio not really my comfort zone. Which is the broader PCSK9 label: FDA or EMA?

In any case, I don’t agree with the notion that FDA/EMA approval of Praluent and Repatha before CVOTs generate data guarantees that ETC-1002 will get the same treatment.

Sure, agreed it likely doesn't guarantee anything. But, even if it just increases the likelihood that's very meaningful as we think about risk-reward of ESPR shares here.