Feb. 13 at 6:20 PM
$GOSS here's what tips it for me: It's not just that they're investing in commercialization — it's who they hired and when. They recruited someone with 8 years of specific PAH launch experience from Actelion in January 2024, well before PROSERA even finished enrolling. That person left a senior role at BioMarin to join a company whose entire value hangs on one binary readout. People at that level of their career do their own diligence. They talk to KOLs, they look at the phase 2 data with experienced eyes, and they make a judgment call about whether they want to bet their career on this. The fact that a seasoned PAH commercial leader made that bet is, to me, a meaningful signal beyond what management alone decided.
