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Strong Buy
Which of the 3 carries the most risk of failure?Arikayce phase 3 for NTM Mac frontline... Brensocatib phase 3 for Bronciactesis... TPIP for PAH phase 2... What if all 3 are a rousing success? I think Brenso is the most risk 75/25%, while Arikayce and TPIP are close to a slam dunk 90/10%. I give Brenso for Covid an 85% for success, because the pathway seems so relevant to avoiding a morbid outcome. But it's a definite wild card! pianoman |
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