I don't know the potentcy of Letaris but it doesn't bind to the B nor does (did) Encysives drug Thelin (Sitaxentan) which was pulled for safety (I forget what tox but sure could easily google). I heard Martin say its the safest ETA well 1 was pulled and the biggest selling one has a black box so everything is relative :-).
I don't know enough about the disease but what level of reduction is clinically meaningful? Having a letter from someone at FDA may be nice but for ETA's we've seen SPA's meet and not get approval (Encysive first 2 times around). And why doesn't/didn't GSK/Pfizer/Gilead pursue? On twitter he said that Actelion told him Tracleer wouldn't work. His theory is because it binds to A&B which could very well be (he certainly knows a lot more about the disease then me) but doesn't change the case for others. I think there may have been a few other ETA's developed too (none approved that I can think of) so its not as if its an empty field.
Retrophin - An Upstart With Huge Potential January 17, 2013 | about: RTRX.OB Disclosure: I am long RTRX.OB, ARNA. (More...)
Retrophin (RTRX.OB) is a thinly covered pharmaceutical company that carries, in my opinion, tremendous upside potential. The company has 4 drugs in the pipeline with one, RE-021, being in phase II trials. The differences between Retrophin and other pharma companies is not only in the types of drugs the company is developing, but in the business model and management style as well. What sets Retrophin apart?...
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