ITCI had a big price jump today but its sp could go up considerably more if the FDA accepts a sNDA for BPD. Luma reported sig stat P3 in mid 2019. BPD could be a larger indication then schizo because it has less atypical competition. Luma also looked good against BPD2 where most atypicals fail. Luma did have a failed BPD P3 but Luma scored exceptionally well (20 pts on MADRS) only to see a freaky large placebo effect keeping sig stat away. The FDA liked Luma for Schizo in 2019 so I expect they will also like Luma for BPD in 2020.
Blade. re ALNA ...Co is going to run out of $ late 2020 and results to date may not be as great as Co hypes eg URIROX-1 achieved its primary endpoint, with a mean reduction of 22.6% in average 24-hour UOx excretion measured during Weeks 1-4 in patients on reloxaliase, compared to 9.7% in patients on placebo (least square (LS) mean treatment difference of -14.3%,. p=0.004).