Peter Suzman
Biomaven
Because it is all very confusing, let me once again set out my perspective on analyzing AEs in a trial (like the $FGEN roxadustat NDD trial) where there are many
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Stepping back from the horrible events of yesterday, it's worth talking about what the investment implications are of the Dem's Senate victories in Georgia.So first thing to note is that
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Third thread on $FGEN NDD opportunity. So first, market size. On call yesterday, company said NDD pts with severe enough anemia to treat is around 2.5 million pts in US.
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Second thread on $FGEN roxadustat in NDD.First thread here:https://twitter.com/Biomaven/status/1304433750911188993?s=20 So $FGEN stock price was basically unchanged w/ $AKBA's failure, even though this likely removed a significant poten
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My thoughts on opportunity for $FGEN's roxadustat in non-dialysis anemia (NDD) in light of $AKBA's failure with vadadustat in their trial. First I'll deal with the comparison of the two
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