Replies to post #247190 on Biotech Values

[dewophile]

I'm not that bearish - it's just a higher risk program than the average phase 3 IMO bc of a therapeutic window that may be rather small between efficacy and bleeding, especially going against SOC that is better today than the coumadin and aspirin only days. The fact genetic data support low bleeding rates in people with congenital factor XI deficiency is a plus for the program, as is some data apparently that anticoagulants may in fact have some efficacy for plaques. OTOH the phase 2 data was middling

[dewophile]

BMY/JNJ

I am more bullish on Milvexian now since this data was released earlier this week:

https://anthostherapeutics.com/wp-content/uploads/2023/09/2023-09-18-Anthos-Press-Release-final.pdf