FWIW, I dug up some notes I scribbled from Rohan’s recent presentation.
1) PYC’s current problem is “not value creation but value recognition.”
2) The last 6 months are the best the company has had.
3) Looking to have 3 treatments in the clinical trials in 18 months.
4) Anticipate rapid uptake by patients of 85% in 2 years based on Spinraza.
5) The 3 doses in the ascending dose trial are 3, 10 & 30 micrograms. They are looking for maximum tolerated dose BUT if efficacy is noted they WILL apply for Compassionate Use to continue dosing those patients.
6) They will try to engage analysts to convert success into a rise in the SP.
7) Rohan gave an example of another company that was recently sold while still in Phase 3. Its MC was $200 million but it sold for $6 Billion so a multiple of 30.
I’ve tried not to double up on what Hottod has already posted.
Cheers
FHC
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