Jun. 12 at 12:45 PM
$PMVP
convincing data with consistent OR across subroups
Niche but decent TAM
Big risks:
- Will FDA accept AA pathway? I think it should. But major risk. If FDA asks an RCT for approval
$PMVP is done
- Cash runs out by Q3 2027 vs planned NDA in Q1
Best case=AA + deal
Thoughts?