Jul. 4 at 3:49 PM
$MLTX
I was asked, if I were working for Big Pharma, what is the one thing I would be looking for?
For me, the most important metric would be validating SLK as a disease modifier in PsA.
Having looked at the objective imaging evidence from S-OLARIS, and knowing this directly mirrors the disease mechanism of PsA, the fact that SLK objectively stops tissue and bone destruction in axSpA is a tremendous indicator that it will also achieve this incredible feat in PsA.
I would be looking to see if this is the case in PsA. The evidence of S-OLARIS gives it a 95% chance of happening.
When a drug achieves true disease-modifying status not just by masking a patient's pain or clearing skin, but by proving via objective imaging it physically stops
permanent structural joint destruction, the road to dominant market leader is guaranteed no matter who sells it. A monkey can be its CEO and it will still lead market sales.
This is what BP is watching & so am I. This determines premium M&A $$.
