Thanks for the update. Can I ask what are the main arguments of the bears? The short interest is significant at 20% and has kept rising thruout. Defencath uptake, post TDAPA pricing, Melinta acquisition?
from what I’ve read the main arguments are still the post TDAPA pricing of the drug + the “cliff-effect” in usage. That risk IS real, my thesis hinges a lot on the fact that Medicare Advantage will want to fund this because overall it saves them money.
there’s not a lot of data on this. We’ve had another drug that went into cliffs effect but they can’t reliably be used as parallels.
Thanks for the update. I really like the direction the company is taking. Thanks for sharing this idea with us. I'm increasing my position as well. Big fan of your work
Thanks for the update. Can I ask what are the main arguments of the bears? The short interest is significant at 20% and has kept rising thruout. Defencath uptake, post TDAPA pricing, Melinta acquisition?
Many thanks again, great work, much appreciated
from what I’ve read the main arguments are still the post TDAPA pricing of the drug + the “cliff-effect” in usage. That risk IS real, my thesis hinges a lot on the fact that Medicare Advantage will want to fund this because overall it saves them money.
there’s not a lot of data on this. We’ve had another drug that went into cliffs effect but they can’t reliably be used as parallels.
Thanks. Bought when you said so.
Let’s go!
Thanks for the update. I really like the direction the company is taking. Thanks for sharing this idea with us. I'm increasing my position as well. Big fan of your work
Great update thank you for sharing your thoughts on this