Trofinetide's lead in the market will evaporate as soon as 2-73 is launched. Like you, I would love things to go faster but life sciences just doesn't move that fast.
EXCELLENCE data is supposed to be due by end of 2H of 2023.
Let us hope that Missling can meet the deadline. Should it happen, what would be more interesting is to see how it affects the pps - will there be a spike that leads to steady and sustained rise in pps or will it be short-lived? (knowing that the next steps are a few Qs away, starting with the wait #1 - for sharing the complete data set with FDA and then wait #2 - for the FDA to give it blessings).
I won't be surprised if there is a trading opportunity to make quick bucks.
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