Aug. 10 at 6:49 AM
$ABCL So today is the day. I am hoping ABCL635 delivers something beautiful to us.
Number to look out for is the reduction in hot flashes per day compared to placebo. 2 would mean it is comparable to the approved drugs.
3+/day is when the squeeze can really start to have wheels, keep in mind ABCL635 in Phase 1 demonstrated deeper testosterone suppression than the approved drugs, could more suppression of this lead to more hot-flash reductions?
Possibly, and pairing this with a strong safety profile will make us see +
$20, a platform that allows us to discover antibodies with stronger efficacy without the side effects is going to be worth more than just
$10 billion
The reduction value gives us the headline, but the most important metric is the number of hot flashes per day compared to placebo
