Hulskof schreef op 6 februari 2026 15:02:
Van Holden op Discord.
I listened to the call but not with precision. Broadly I heard everything was progressing as expected and no negatives. There are of course, passive negatives, depending on how one interprets them which is that lung, kidney and quite frankly, all others beyond cardio and fat are presently (my words) being deemphasized. We can read that two ways and I'm going to read it the positive way (Call Ripley's Believe it or Not). For several years (one could say many) I have offered my opinion that management didn't know what the fuck it was doing...that they were all over the place, throwing a bunch of shit against the wall, burning through massive amounts of capital to generate bonuses and trying figure out how to make something stick. I am not backing away from that looking in the rear view mirror. However, it appears as though management has decided to add some logic to that random, shit-throwing exercise. It looks like fat has wheels (although I'll get to that later) and that CVD is progressing as planned although slower than it should and arguably could. I think CVD is in a strong position with FCS generating over 100 scripts, of which half are non-geno and half of those are Olez conversions due to 1) Safety and 2) Efficacy. I did not hear "price" although nobody asked the question and then also, who cares as its a clear differentiator. sHTG will have data 10/26 w/filing 12/31/26 and approval 06/27ish. Remember, its the same drug. On the fat front, I think a huge issue is going to be price. The intro will probably be small volume high price, rolling out over 5 yrs to high volume, low price...but that's all WAY down the road. Don't even know definitively if either or both are going to be drugs. If they get these two silos right, the rest don't matter although that doesn't mean they wb meaningless. Just farther out and more partnered than owned. Lung may end up in BP's hands. Uneventful? Perhaps. Just chugging along. All in my opinion, of course.