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dewophile

04/06/23 3:22 PM

#246296 RE: rfj1862 #246293

but the HTN market didn't reach that point after the first pretty effective drug was approved. Once you had multiple drugs in multiple classes even then there was innovation - ARBs aren't any more effective than ACE inhibitors, but they became mega blockbusters simply because of the adverse event profile (ARB = no risk of cough basically)
so my point is that unless VKTX has a perfect drug, there is going to be room to innovate and still reap huge rewards given the massive size of the market
Maybe VKTX will look at a FDC w a FXR agonist?
HIV is another good example where you can go from *very* good to even better - both on efficacy w Integrase inhibitors and safety w TDF vs TAF

DewDiligence

04/06/23 3:26 PM

#246297 RE: rfj1862 #246293

VKTX—Raymond James broaches this issue in a report that doesn’t give the thesis much credence:

https://twitter.com/semodough/status/1643749965565693952/photo/1

(I do not have a link to the full report.)