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Message: Re: Lilly alzheimer drug failed

Nov 24, 2016 08:19AM

In the here and now I don't think it means much.....hard not to reach that conclusion given the static nature of our PPS.

Of course in the future....if Apabetalone succeeds in treating Alzeimers....well then, less competition is obviously a positive for potential sales.  If BETonMACE succeeds then we might get a speculative premium on the PPS based on the potential for dementia treatment....but in the here and now it doesn't look like the market is putting any value on that potential....

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Nov 24, 2016 12:29PM
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