The reality is that many that believe the LDL hypothesis take it to the extreme that targeting LDL reduction is the only way to attack MACE (other than BP/smoking/diabetes).

There is evidently correlation between lower LDL and reduced MACE. Many would certainly argue causation. However, we are likely reaching the law of diminishing returns.

ESPRs drug faces a long road to approval IMHO and may not have a big market waiting for it depending on PKSC9 prices down the road.

At least RVX has endeavoured to fund a Phase 3 trial which will give important MACE data.

ESPR management has proceeded cautiously and just got stung by the results of their “pivotal” trial.

ESPR should not still have a market cap over $1 Billion. On IV, I called it a short at $70 and I should have ate my own cooking.

bfw