I can't remember any instance when the briefing document was positive, maybe once or twice. I still believe the outcome of the Adcom will be more positive than what the briefing document suggests. Furthermore, because of the nature of this disease and no approved drug in the market, FDA may be more inclined in approving SRPT's drug. Any thoughts ?
BioMarin paid over $5 Billion for Kyndrisa and you are saying it is still a huge buy "even without" it ? Whatever you are smoking must be really good. The company is expecting over $1 billion in peak for this drug. Any setback or delay will tank the share like CLVS today, maybe not that dramtic.