Doug

[Doug @Doug695408691]

@TripleGateCaptl @EventuallyWLTHY Pass through status is trivial to iheezo’s status. They pivoted to the retina market where it’s irrelevant.

CVS and several other formularies booted xiidra in favor of vevye starting 1/1…

[Doug @Doug695408691]

@TripleGateCaptl @EventuallyWLTHY None had any domestic sales when acquired….. they brought them to market with no advertising and lean Salesforce.

I’d say that’s pretty impressive. Iheezo 75 million this year. Launched 2.5 years ago. Vevye will do around 100 million this year. Launched a little over 1 yr…

[Doug @Doug695408691]

@Open_Mind_Heart @markminervini Well this didn’t age well

[Doug @Doug695408691]

@DomumCapital Thank you!

[Doug @Doug695408691]

@DomumCapital Me too, but ARR does seem to still be slowing, which I don’t think the market will like

[Doug @Doug695408691]

@_HalalTrader_ Yeah I’ve been seeing that on the selling side of things

[Doug @Doug695408691]

@burg_run Amen. Love the company. Been holding for years. Mark is both a curse and a blessing. Does things that are amazing and then does things that seem shockingly incompetent

[Doug @Doug695408691]

@The_battmobile @mvcinvesting They never learn. No point in expecting them to

[Doug @Doug695408691]

@The_BTC_Patriot @JoshMandell6 Yes

[Doug @Doug695408691]

@HatedMoats @steve2bacon Yes 100%

[Doug @Doug695408691]

@matteopelleg lol. Wonder what josh Mandel is going to do now that he’s lost all relevance. Hope he enjoyed those 8 months of notoriety. I’d have a lot more respect for him if he just came out and said “sorry I was wrong”! That call at 84k in March was epic though

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven @TOWiU2 I dunno man. Must be a crazy conspiracy that that multiple nation states decided to collude on. people taking it will tell you their symptoms improve. Cyclosporine takes a while to start working. Good luck with your crusade!

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven @TOWiU2 I’ll just revert back to @Biomaven post

[Peter Suzman @Biomaven]

My apologies - pasted the wrong chart last time.

Vevye has consistently shown reduction in tCFS:
From first trial:
"This study met its primary sign endpoint; it demonstrated superiority of CyclASol 0.1% in reducing ocular surface epithelial lesions (total CFS) compared with vehicle at week 4. This healing effect on the ocular surface started early (week 2) and was persistent over the duration of the 12-week"

And this from the extension trial of their second trial (which similarly hit primary Signs endpoint):

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven @TOWiU2 The FDA won’t do anything. You’re complaining into a void on twitter. But again, whether you’re “technically right” on the study parameters or not, go take a look at what thousands of ppl say. After trying Cequa, restasis, generic cyclo, etc.. vevye is the only thing that works

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven @TOWiU2 So the EU came to the same fraudulent conclusion? And there is proof. Reorder rates for vevye are higher than for Miebo. With no marketing. Go spend 5 min on a DED forum. Again, I don’t get your angle here. You know the FDA isn’t going to repeal the approval.

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven @TOWiU2 The price society is paying is a better DED drug according to pretty much everyone who takes it. No side effects. What am I missing. You’re getting hung up on the injustice of study parameters. Who cares? You would prefer to revoke a treatment that is working for millions?

[Doug @Doug695408691]

@TSLAish @JoshMandell6 If these treasury CO’s weren’t buying up all the bitcoin whales have been dumping for the last 4 months, Bitcoin would be far lower than it is right now

[Doug @Doug695408691]

@TripleGateCaptl @Biomaven Most people can’t adhere to taking restasis long term. Again, take a look at DED communities. People love vevye. If works. They’ll tell you it works. Is that just placebo? As @Biomaven said- is it also a conspiracy that the EU approved it?