Bullish
$PTI I think over $1.50 prior to data, more likely closer to $2.00. Pop on data will depend on how clean and how strong. I think they should be valued at $250-500m or more with just their current data, particularly given rapid enrollment here shows strong demand for VRTX alternatives. if we see FEV1 improvement of 10% or more in either group, we could see over $10 easily. Also, Looking for 428 efficacy is key...VRTX does not have an amplifier and that sets PTI apart. Strong numbers but with triplet >> doublet would be huge, sky is the limit in that scenario. Will hold most regardless, this company is the real deal and will either be bought out or successfully make it solo. There is a legitimate market for their therapy
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