It is actually very timely to have the VQ clinical data presented at the ATS 2023 yesterday.
Some initial thoughts:
- This news was said to be very close a couple of weeks ago and the company has delivered. The data is overwhelmingly positive.
- I did not expect this VQ clinical data to be ready for presentation at the ATS 2023. Indeed, it wasn't flagged in advance nor in the ATS material we could find. The company had this up their sleeves and snuck it in so they didn't have to wait for next year's ATS or future conferences, so that now the wider lung health community knows about in early.
- With VQ data positive, this may help with XV/CT LVAS commercial discussions too.
- Happy to hear about the FDA submission and likely condensed approval timeline. With one product approved and familiar to the FDA, the second add-on product should hopefully be an easier process.
- This is a paradigm shift in lung imaging, a change from the current practice that is both expensive, requires contrast agents and not as accessible (with specialist facilities required to safeguard against radioactive materials) among other things.
Timely that this has come just before SPP close date. Has anyone taken the plunge in this regard?
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