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Message: Re: Eversana ValuationCaseStudy
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Jan 03, 2022 11:00PM
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DBS
Jan 04, 2022 08:42AM
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Jan 04, 2022 01:16PM

I'm starting to wonder if the reason nothing is happening is because of the nature of the Omicron variant.  If hospitalizations are now primarily due to Omicron then it's possible the level of treatment no longer requires use of a clinical trial drug and that physicians are instead opting for a current standard of care approach.  Administring ABL, from what I gather, needs to be done at a certain juncture but the generally milder nature of Omicron might be making that somewhat harder to pinpoint.

The whole approach to Covid now is extremely 'fluid' and that is no doubt having an impact on how it is being treated as well.  The bottom line is that the window on treating Covid with ABL may be closing, which is disappointing because we'll never know how effective it could have been.  The good thing about the status of Covid potentially being 'downgraded' if you will is that the company can perhaps start to move forward with BoM2 sooner.

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Jan 07, 2022 04:36PM
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Jan 09, 2022 12:20PM
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Jan 09, 2022 12:37PM
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Jan 09, 2022 06:29PM
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Jan 10, 2022 08:36AM
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