thinking of buying
Yes, the drug is targeted towards those with high levels of TH2. So yes, only half the patient population are candidates for the drug.
I guess that means one might put a sales target at $2.7B/year (vs. $5.5B if it was universal).
Regardless, this is the 5th most significant drug they have. So it should not be much of the basis of an invcestment here.
If thoughts were reality your eyes would be black and swelling.
Sentiment: Strong Buy