Replies to post #194691 on Biotech Values

[dewophile]

Bmy is going full press in fibrosis. I think they have at least 3 separate candidates w distinct moa now. As an aside this provides some barometer for valuing fgen candidate although the myelofobrosis data make the promedior drug perhaps more intriguing. However in ipf promedior was not able to show reversal of lung fibrosis in the same preclinical model fgen likes to tout and they don't have solid POC in the clinic for ipf yet