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Message: Re: CKD Reata / Market Cap
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May 03, 2019 09:36AM
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May 04, 2019 08:16AM
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May 04, 2019 09:03AM

Hi Buckeyes,

 

A disclaimer before I answer your questions, I am a surgeon not a physician so CVD, Renal is not something I deal with as part of my practice but I do encounter it every day in my patients.

The data is encoraging but I do not believe it is a slam dunk as these hypothesis have not been tested before by RVX. However AMRN succeeeded and  my colleagues who are CVS specialists tell me, the underlying mechanism with vascepa is decreasing inflammation, so if RVX is decreasing inflammation it should get similar robust data. Similarly inflammation apparently plays a large part in the pathogenesis of cognitive impairement so it makes sense that a drug targeting inflammation would help with cognitive improvement.

Regarding receptiveness, if the data is robust, I firmly believe it will hailed as a paradigm changing

advance and the SP will rapidly reflect it.  IMHO

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May 04, 2019 11:12AM
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