InvestorsHub Logo

ggwpq

07/24/21 5:16 PM

#347951 RE: rafunrafun #347943

Though REDUCE-IT only enrolled statin treated patients and used statin as the placebo group, I suspect Vascepa synergy with PCSK9 treated patients as well, i.e., statin+PCSK9 in the placebo group Vs statin+PCSK+V should show +25% efficacy as well but there is no RCT data on that. However, since there is no statin+PCSK9+V data and it would take another 8 years for that if successful, they would stay away from V in order to push their PCSK9 which doesn't even has an outcome data until 2024. We can play game thoery to see if it's better for NVS to own V now in order to enhance their cardio portfolio or stay far away from V in order to push their PCSK9 and not to muddy up their go to market message, i.e., why push for something that cost twice as much, half the efficacy, more side effects (PCSK9) instead of something that cost less than half, double the efficacy and much less side effect (Vascepa).