MGTX MeiraGTx Holdings plc

$MGTX so far the only comparable data is % of LLVA >= 10. Beacon , high dose 48.3%, low 58.6% (weird pd profile) Mgtx , pooled cohort 45% Beacon out performed by a bit. I have always said Zandy (& JnJ) is too slow. I think the window for MGtX XLRP is PROBABLY passed. But need more data to compare.

$MGTX This is a positive for MeiraGTx as it reinforces an increasing trend that the FDA is willing to approve AAV gene therapies for rare diseases when the totality of evidence is strong, which was the case here. Let's get that Bota-Vec BLA filed......

$MGTX Beacon was considerably more restrictive in patient selection, by age (between 12 and 50) vs older than 3, Meira and by vision characteristics. Given these diffrences the results are statistically the same. The FDA should really decide on acceptability of LLVA10 or low LLVA15 as a clinically meaningful result and accept both or reject both.

$MGTX overall mkt volatility is high now with war with iran began again and escalating, together with high chance of a rate hike , I would do some hedge

$MGTX In a Stage 3(3) Consolidation Pattern with a Pivot @ $15.35. Great fundamentals. Nice little pullback today. Looking to add shares today when MACD turns positive.