holenbeer schreef op 8 mei 2020 08:33:
Reactie van BioBoyScout op het Yahoo ARWR forum. Hij was door Arrowhead gevraagd om een vraag te stellen in de CC van vannacht.
“Some takeaways:
1) Looks like Arrowhead will be focusing ANG3 on a larger, non-orphan indication. That's fantastic news, because the revenue potential is much, much larger than the orphan indication for HoFH. As Madhu pointed out in the call, it will be interesting to see what the endpoints will be for that trial.
2) Covid2 development. Wow, I was not expecting that, as that's a tough and crowded area to make any money, additionally, by the time the drug is ready to market, odds are the market just won't be there. With that said, Arrowhead didn't say much about it; because of that, my guess is that the development of a drug against all covid viruses is probably being done in private partnership with BP. I would love to hear the story on who contact who to get the ball rolling on this project - this will be a great war story for years to come.
3) COPD - are you kidding me? Congrats to Erik Bush and his pulmonary team. I also heard that they're working on asthma and IPF. This news is pretty darn big, and it's nice to see that Arrowhead is CONTINUING to operate at 200% efficiency and speed. I would bet that many at Vertex sighed "oh crap" at hearing that news. Clearly the confidence level for how effective ENaC will be is through the roof, otherwise you don't announce your other pulmonary targets.
4) Last, but not least, covid delays so far have been having a minimal impact on operations. Last, but not least, covid delays so far have been having a minimal impact on operations. Last, but not least, covid delays so far have been having a minimal impact on operations. I had to say that three times, as I was not expecting this - I was ready to hear about some major hiccups; that clearly did not materialize.”