Replies to post #154673 on Biotech Values

[mcbio]

There were two approved ERA that are selective to the A receptor (Tracleer targets both). One got pulled for toxicity. @DPDResearch posted a link to an interesting medscape article on tox with an ERA he wasn't sure if it was a class effect or not but thought being to B caused fluid retention. Considering Letairis is still on the market I think they are reasonably safe at a low dose.

So Tracleer got pulled presumably because it also hits B receptor? But, Letairis is selective to the A receptor? Presumably RTRX's drug has an advantage over Leitaris given that it's both an ERA and ARB in one pill. I could see the concern potentially if Leitaris is close to going generic and if one were to just combine that with a generic ARB (provided Letairis ends up being safe). That said, I'd still be willing to gamble that positive results in the clinic for RTRX's RE-021 would be enough to move the dial significantly from this valuation.