May. 6 at 8:10 PM
$TSHA
These calls, have the potential to shake things up: this one did just that. No data reveal, a tease of the upcoming 12 month update, yet the Q&A was pointed, W focus on BLA, efficacy, durability, & important questions raised.
Sean & Suku, “S&S” dynamic duo, inspire confidence. A few items of note:
1. Cantor gal opener Q&A. As Sean wrapped, Suku stepped in & hammered home why dual stranded construct outperforms full length: superior efficacy, faster clinical improvement, & mechanistic edge the competition can’t match. He’s clearly dissected every preclinical & clinical datapoint in the field, ngne.
2. Downside: 6 mo interim data support accelerated path, but Q&A made clear FDA may seek 12 mo data. Thus, financing appears inevitable. apparently Part B had screening hiccups, likely W MIN impact. Patient selection is Key!
3. Upside: S&S hinted that long term data show deepening responses. Great heading into pivotal update. The 12 mo dataset has the potential to hit like Thor’s hammer!
