Hulskof schreef op 26 februari 2025 08:35:
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Behoud van spiermassa uiteraard. Het volgende is wellicht ook interessant:
Further thought...Even the "analysts" don't suggest, let alone trumpet, the collaboration with Eli Lilly on tirzepitide. That is NOT insignificant. ARWR didn't just whimsically select Tir. This is the distant number 2 drug in the space but projected to overtake Novo's Ozempic/Wegovey by 2030. If the net benefit of the drug is a 50% fat reduction with no material lean muscle loss, this could be the biggest drug (combi) on the market in 5-7 years. It dwarfs the CVD portfolio which is potentially large itself. Might explain why lung appears to all of a sudden be on the partnership/for sale block...to fund obesity. We know obesity is a pet of CAs going back to pre-siRNA days. Might have a strategy evolving here. But who the F- knows.