Great points - and I agree that those things could happen. But follow the breadcrumbs - SI has not mentioned anything positive about the Dream-HF trial patients at all from an approval point of view for many many many months. It was back in 2021 when he was splicing up the ischemic and/or diabetic and CRP > 2 cohorts in a bit to get AA. If there was any traction whatsoever with the FDA and support for an AA then it would be announced to raise capital at higher prices than present. Everyone’s talking ifs, buts and maybes and now he’s going on about congenital disease for heart failure in babies. It’s excellent work, the science is well beyond my imagination and the outcomes are even better. But what’s happened to the class II and III patients and the paradigm shift? The momentum of the whole CHF program has gone off the rails and turned into an dartboard approach and we have no bloody answers.
MSB Price at posting:
35.5¢ Sentiment: Hold Disclosure: Held
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