Sep. 8 at 10:46 PM
$ATYR – Quick Take: New Bear Activist Report
Just reviewed the latest Bear Activist Report. While it raises a handful of familiar points - trial design complexity, baseline imbalances, and patient heterogeneity - most are recycled from the prior report. The report leans heavily on omission: no mention of recent FDA engagement, no update for EAP, and no real discussion of independent KOL or patient perspectives.
Much of the “analysis” amplifies what’s been debated already - selective citation of old endpoints, downplaying ongoing regulatory alignment, & glossing over any scenario outside of binary failure. Classic bear tactics show up throughout: emotional language, overuse of “guaranteed” outcomes, and recycling talking points.
A detailed, objective review will follow soon, including which risks I believe to be genuinely useful, which points restate public info, and where omissions are most telling.
It’s important to analyse deep, and I do the same with long or short reports alike
