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Msg  48010 of 48256  at  11/22/2021 3:38:08 AM  by

goirish1776


 In response to msg 48007 by  softballDad
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Re: BMO

Thanks Dad.
 
It seems like a particularly dire outlook.  That said, I take the points.  Diagnosis slows because of telehealth and, maybe more, the severe market is now covered.  Two, the health system is broken and pricing pressure seems inevitable.  Finally, CAH matters but we're over a year away.  Ingrezza for other indications matters but we're 2-3 years away.  ET also matters, but it's 4-5 years away.  After that, it's cats and dogs.
 
I could make some counterarguments, but if you're looking for the bleak outlook, there you have it. 


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