Re: Karuna Therapeutics in dementia-related psychosis, and Axovant Gene therapy in PD
I own some KRTX shares. ACADís pimavanserin is going to always have the advantage (if the efficacy is adequate for patient) based on minimal side effects. Tomahawk cruise missiles can very precisely deliver a 1,000 lb conventional war head at a cost of $832,000. A 2,000 lb unguided conventional bomb seems like a bargain at $16,000...until you consider collateral damage (side effects). Just like the military has multiple tools in the bag, there will be a need for multiple antipsychotics. ACAD will not be the only game in town, but it is the Tomahawk cruise missile in itsí class. If you donít own a few shares, you should probably plan to add some at the next market/sector downturn.