Replies to post #148 on Equity Field Notes from temporal sources

[DanWebzster]

CCXI 's Avaxopan is a potentially lucrative treatment for 3 rare kidney diseases.

All together, these rare conditions could reach a patient population of 40 - 100 K in either the U.S. or Europe.

In Europe, CCXI would only gain royalties from GNHAY (Vifor's)

In the U.S., CCXI would market the drug for itself.

CCXI has a cash runway until late 2019: but, there is a small possibilty that the company could become profitable w/o future dilution.

On the downside, there is a long way to fall if there are setbacks. As of 5/18 CCXI has MC = ~$500mn with ~$150mn in the bank

[DanWebzster]

TNXP (update)

Tonmya failed Ph3 for military PTSD.

Subsequently, data mining found that there was a treatment effect for patients who were diagnosed within the last 9 years. The new
narrative is that this analysis confirms that PTSD patients must be
diagnosed as early as possible.