Mar. 29 at 8:06 AM
$NAMS Part 2
9. Starting in November 2027, with a very large clinical trial, then 1 pill (triple therapy) as a game-changer—the required bioequivalence studies for both (Rosu and Ator) have already been completed
All of this would really give me pause
OBI is not a miracle drug, and even that wouldn’t sell itself!
Hmmm, I keep asking myself:
What in God’s name justifies a
$3.5 billion valuation for NAMS?
What happens here if the inflated expectations aren’t met?
I wouldn’t feel good about this!
But maybe the few board participants here are only interested in the science and aren’t here for the investment.