$GILD cliff notes: Confirms 30% faster time to recovery in severe patients only, no benefit in less severe. Nothing new
@Ckd21 You said "no benefit in less severe". You meant to say "no benefit in more severe"? In that case, look at the error bars.
  • $GILD cliff notes: Confirms 30% faster time to recovery in severe patients only, no benefit in less severe. Nothing new
  • @Ckd21 There were almost no patients less than category 5 in the study, almost zero data, so no, you can't logically make the statement of "no benefit in less severe"
  • @Ckd21 You said "no benefit in less severe". You meant to say "no benefit in more severe"? In that case, look at the error bars.
  • @Ckd21 Oh, the benefits are small compared to a miracle cure, but the benefits, shorter hospitalization time and reduced mortality, as small as they are, are still worth tens of thousands of dollars.
  • @Ckd21 My thesis is 1 million courses of treatment sold at 5K per treatment, with a secondary possibility of ~2K per treatment and stockpiling thereafter. Really the market mispricing opportunity is the vast majority assuming donations will continue after there is sufficient data to establish pricing.
  • @Ckd21 And that post was to highlight how insane the market reaction was to the garbage data coming out of that uncontrolled compassionate use study.
  • @Ckd21 To be fair, buying biotech ETF calls is the same thing, hoping for profits that may not be there. Clinical trials and drug development have had some disruptions. I'm not so sure the run up on biotech ETFs is justified, especially bringing it higher than pre-pandemic.