This really confirms what we've been expecting, and it implies...

This really confirms what we've been expecting, and it implies the hard sell off of ACAD (and NEU by extension) is overdone. Daybue might not be a 3-5b+ peak sales drug (bull case) but it doesn't seem like a sub 1B~ peak sales drug, though it is being priced as one. It seems like somewhere in between, and 50% of the identified population(s) for long term persistence is a realistic target.

I suspect some caregivers are going to try Daybue again with the GI issue protocols being refined, more efficacy data, and the real-world stories. It gives more of a reason to persist with the drug for longer, but I also respect and understand it isn't for everyone and the GI issues are serious in nature and these caregivers, parents and friends in the Rett Syndrome are incredibly resilient and always doing their best.