Executives are easier to change than corporate culture.
I had very little time to assess the trade yesterday, but I did look at preclinical for the follow on molecule.
It is highly differentiated from belanorib, and results, first blush, looked good. I looked at most data available yesterday, and am frankly wondering if Schwartz just fabricated some concerns. Target is the same.... if hitting it leads to tox, regardless of intracellular half life, capacity to cross BBB, etc.? Then the company is dead. But I feel that their arguments re. differentiation are compelling.
ncbi.nlm.nih.gov
The world desperately needs a drug that can lead to a significant decline in aberrant glycosylation of proteins in diabetics, and I got a little too enthusiastic.
Thanks, as always, for all that you do for us, here at S.I. |
