$JNJ understood the homework assignment and answered question #4 in prior post. Their work isn't done but it's clear mgmt believes in strategic merits of becoming a category leader in psychiatry. Adolescents, for a variety of reasons, are developing mood disorders at an alarming
This might be the most important portion of the $NKTR story to understand.
🧑💼Analysis 1⃣: $LLY’s 🚨Erroneous🚨 analysis
INCORRECT Week 12 data below:
➡️ Mean EASI reduction of 66% (18% Pbo adj)
➡️ EASI75 rate of 29% (9% pbo adj)
Although the mean EASI reduction of 66% in this
LOL. There was no way for an outsider to completely prove that $HIMS was doing the personalized dosing scam at scale. This tweet seals the deal.
*If* $NVO wants to go after them legally for this (personally can’t imagine why they wouldn’t), they’ve got what they need now.