OMG. you're running a mini biotech fund ....why didn't U mention AMRN ...:--) If U don't mind I'll do a mini critique some time Re CRMD ...and their cath loc . I had briefly discussed cath infections with my smarter half some time ago.. She sees 1-2 cases a mth Rate of infection
The event rate per 1000 catheter-days was: 0.13 for DefenCath 0.46 for heparin
It's only used in central venous lines. correct ? . Most access in dialysis clinics are thru fistula's in the arm . Are they included in the dialysis bundle ??...which is supposed to cover all things dialysis .
Above is just quick thoughts on a Fri eve and may be totally incorrect
I usually don't hold a Co once a drug is approved ....Launch usually longer and harder then most expect and -ve surprises seem inevitable ...AMRN case in pt. Currently in UNCY and ARDX as I expect the Kidney Patient Act to pass Also in EWTX, VERA, RZLT, OCUL,TLPH , FULC, RNA , KYMR ...and of course AMRN . Why AMRN ...to remind myself to always sell on FDA approval. ..:--)