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CT

08/07/19 12:04 PM

#225837 RE: DewDiligence #225829

I just got around to reading through this deck, DD. Lots of familiar things, but I was still wowed. Very clear, non-promotional, and leaves you feeling that you can buy their pipeline for free practically.

Feel free to answer none of these questions, I realize that maybe you've covered them dozens of times.

Why can't RSV development go faster? There have to be plenty of potential trial participants, and the trials should be short, no?

Just thinking off the top of my head, the economic case for 938 should be easy to make if it can reduce hospitalization in a meaningful way.

Looking forward to NASH results, although they are only measuring ALT. Can you remind me why they went from NAFLD to NASH for P2?