Just re-reading Hashan's article. I particularly like this part...

Just re-reading Hashan's article. I particularly like this part under the 'Key Risks' section:

2.Execution risk: The high unmet need in myelofibrosis has spurred the development of other assets, some of which, if approved, could alter the SoC and potentially diminish SNT-5505’s value proposition. We have conducted a comprehensive review of competing assets in development and remain confident in SNT-5505’s competitive positioning. Its unique mechanism of action targeting fibrosis and its promising safety and efficacy signals differentiate it from current and pipeline therapies. Furthermore, Syntara’s focus on demonstrating disease modification – a gap in the current SoC – bolsters its potential value, even in a shifting landscape.

So many investors (probably myself included) spend countless hours looking at the product(s) their company produces, and probably not nearly enough on the competition. It's conforting that someone as intelligent (and invested!) as Hashan De Silva has done his DD and reckons we're on to a good thing from a competition point of view.

Cheers