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Biotech / Medical : biotech firesales -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (3631)	12/18/2018 9:11:44 AM
From: Biotech Jim	Respond to of 3661

As to ACHN, sell the news before the news release? Pretty much as I had expected, with one exception. I wanted to see the results of their formulation play. But it must not have been sufficient with regard to 4471 exposure. They are striving for 90% inhibition of fD activity. 4471 as a TID drug would not not be good. Even BID would be questionable. The data on 4471 regarding both PNH as mono, as as an adjunctive, looks very good. The intravascular hemolysis issue is real, and the backup Soliris drug has the same issue. Caveat emptor.