The analyst says lower rates of hospitalization from both COVID-19 may reduce the Phase III feasibility, partnerability, and out-year revenue prospects of EDP-235.
Nonsensical argument as high risk patients remain very vulnerable and at high risk.
In addition, lower hospitalization rates for respiratory syncytial virus may increase risk of additional enrollment delays for EDP-938, the analyst tells investors in a research note.
The RSV season isn't close to beginning and this guy is saying there will be lower hospitalization rates.