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$BMEA

BULLISH2023-06-25
By horizon✗ miss-62.6%
1d
-63.1%
5d
-49.9%
21d
-62.6%
Original post
Vk · 2023-06-25

Digging into the $BMEA data. On first pass I agree with the general view coming out of ADA that the data are quite remarkable, with the durability of a short course of therapy and off-treatment effect pretty much unheard of for the commercial diabetes drugs, which of course are monster commercial blockbusters. Obviously early and I’ll have more once I dig further, but there’s not too many new, potentially disease modifying smid plays in diabetes. Any credible critiques of the data, now that the old bear concerns (safety, durability, rbc and Hb effects) have been quietened? Genuinely curious.

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