Feb. 22 at 7:01 PM
$MIST To the bears screaming about "30 scripts a week" on imaginary early IMS data: IQVIA data lags, and the national sales force literally just rolled out. Real-world evidence (patient FB groups) is already flooded with photos of patients successfully picking up the drug using the
$25 copay card.
More importantly, the market is completely ignoring the massive FDA news from Feb 19: The FDA is now defaulting to ONE clinical trial for approvals, backed by mechanistic data. 🚨
What does this mean for MIST? It drastically cuts the R&D cost and timeline for the AFib indication. They already have the mechanistic proof from the PSVT approval. The bear thesis of "they will run out of cash before AFib" just got destroyed by the FDA itself. Cheaper trials, faster pipeline. Long & Strong.
