(Total Views: 589)
Posted On: 07/22/2021 7:03:05 PM
Post# of 145871
![](/m/assets/46931549/no_avatar_available_thumb.jpg)
i thought it was a great call. forward progress in every category. loved the fact that Recknor said the BLA was "very close". he's not a guy to exaggerate in my opinion.
NP mentioned potentially halting NASH was interesting. Does that mean he has insight into excellent results, such that this is a smart move? i was a little confused by that - and i think Recknor referenced that he'd rather complete the trial? Regardless, another monster market.
What stuck out to me was the value of a BTD. $8 billion (for just one indication). and we have 23.
my question is this: how close could we potentially be to BTD in TNBC? Could that be within weeks? or is it something we have to file, and then the FDA comes back, etc, etc. - which would imply months at least?
Regardless, i thought the momentum in every area was extremely positive. I really don't care if the SP trades off tomorrow - just happy that we are moving forward in all of these key areas.
NP mentioned potentially halting NASH was interesting. Does that mean he has insight into excellent results, such that this is a smart move? i was a little confused by that - and i think Recknor referenced that he'd rather complete the trial? Regardless, another monster market.
What stuck out to me was the value of a BTD. $8 billion (for just one indication). and we have 23.
my question is this: how close could we potentially be to BTD in TNBC? Could that be within weeks? or is it something we have to file, and then the FDA comes back, etc, etc. - which would imply months at least?
Regardless, i thought the momentum in every area was extremely positive. I really don't care if the SP trades off tomorrow - just happy that we are moving forward in all of these key areas.
![](/m/images/thumb-up.png)
![](/m/images/thumb-down.png)