Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: A.J. Mullen who wrote (51952)	6/4/2022 8:47:28 PM
From: JamesK	Read Replies (1) \| Respond to of 52153

ALNY will release results soon of Apollo B, it's 18 month look at ATTR cardiomyopathy based on 6 minute walk test. BBIO failed in a similar trial though the drug probably should have worked. The placebo patients showed no decline. Not clear what went wrong. ALNY and BBIO are running these trials to 30 months for hopefully a better result. So, BBIO failure at 18 months makes the ALNY 18 month readout a lot more nail biting. I suspect both companies will succeed at the 30 month endpoint. I even bought some BBIO for their 30 month readout. By the way, ALNY really needs this indication if they are going to turn a profit any time soon. You're right that companies with products may perform better than earlier stage. That would include ARGX and CCXI that just started their launches.