Jan. 10 at 11:51 AM
$ALEC will nivisnebart work for ad? if it does, it taps a massive
$10B+ market… latozinemab’s flop raises flags on the shared mechanism but different indications (rare ftd grn vs. broader ad) and optimized designs.. we’ll know more from the progress ad ph 2 interim in h1… trading at ~24-30% discount to cash today✌️