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ilovetech

05/09/22 8:39 AM

#377098 RE: ziploc_1 #377092

Zip, I mistakenly took my penchant for prevention and projected it on society at large. I got caught up in the implications of the breakthrough, but I was a poor student of human behavior. I don't have CVD, yet I appreciate Vascepa's plieotropic benefits. So the idea that "anyone" in the throes of the disease would labor to pop naturally derived pills to "survive" is absolutely foreign to me. That's where my bias bit me. Before the Du debacle, I posted my dismay at the stagnant refill numbers. If the societal attitudes resembled mine, we would see refills surpass new fills imo. So my investment thesis has definitely changed. A terminal illness treatment like $NWBO completely renders compliance a non-issue. Low margin, high volume, and challenging adaption drugs won't be in my portfolio.

ILT