Jul. 15 at 4:52 PM
$GANX highly positive interview and the stock plummets.
I had a conversation with a few people on this forum about phase II regarding the decision to only enroll one subgroup or all idiopathic patients; it sounds like it’s going to be a broad trial with potentially more patients then the original estimate. This points to the tone Gene displayed in the interview, which is that he is very encouraged about the biomarkers in all patient populations, not just a subgroup. He went on to mention that he wanted the phase 1b to be only the patients with the specific enzyme issue, but his view has entirely flipped after the early data. This is really encouraging.
Few points that stood out:
—270 data this month
—Much more traction with biomarkers
—Partners are talking
—FDA relationship is good
—data remains durable
—still early but people are paying attention
(Invest at your own risk)
