May. 6 at 6:01 PM
I think he’s going to show likely another 5-8 patients from BHV-1400 in the expansion cohert and a few more on graves BHV-1300 and he’s going to package them together as a platform validator. If we see the same results in those 5-8 patients that we saw in the first two for BHV-1400 - the stock starts to explode upward. Lots of comparisons from analyst reports to Argenx (
$ARGX ) but with a much cleaner and more precise mechanism. That stock ran from
$10 to
$700 over time as the platform was validated.
$BHVN today is in the early innings of the same Argenx playbook
