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ARNA Discussion Board
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My Summary of Conference CallExcellent Questions / Outstanding Responses Responding to RBC Capital Q on AD competition - There is a large market with only a few classes (3) and none have the oral or safety profile. Responding to Credit Swiss and Bank of America - Arena is doing extensive scientific testing AND MARKETING studies to determine patient need and willingness to accept. Again said an oral agent, once / day with the safety and efficiency profile is the "recipe for a homerun." Responding to SB Regan - Because they have 400 sites in 40 countries, COVID has not had a major impact. Used the analogy of a rolling black out as opposed to "turn the lights off." Responding to Bank of America - "The bar that is set is important and stringent. Arena takes the high road, no short cuts." Closing Comments on target for Qtr 4 2020 and Qtr 1 2021 study results. |
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