thanks Hottod,
I share the same line of reasoning, I like PYC’s approach and strategy of monogenic CPP-PMO exon skipping remediation, I recently appreciated the market’s lack of appetite - PYC is cutting on new hallowed ground and expressing this technology in ways never done (in clinic) before in places of the body where CPP-PMO hasn’t proven itself as a modality - will it skip the same way as it did in patient derived models given the complex confluence of the human body (immune system, unknown off target interactions)? Only God knows at this stage.
I guess the call now is the reward vs risk equation; all eyes on VP-001 clinical progress - best shot globally of proving our CPP-PMO ocular remediation… and maybe once PYC conjugates the PMS lead molecule , all eyes would be on PYC as a multi-thread platform in a rare as hens teeth clinically ready CPP-PMO venture outside of the DMD space.
Those two programs + ADOA = a world’s first CPP-PMO platform capable of scaling CNS + ocular targets would warrant a combined market cap of its peers $500m+ that you referenced.
This is the lonely way to sink or succeed and forge a new path that will achieve outsized returns (zero to one?)
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thanks Hottod,I share the same line of reasoning, I like PYC’s...
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