@tbuttersnoops@ar929348 We searched all over the internet and still can’t find any definitive article or analysis. So are we really supposed to believe that a huge number of investors suddenly understand a heavily redacted ITC case? To me, this looks much more like a shakeout
@tbuttersnoops@ezmoneymonty@AscendisPharma I don’t really see how the HCH data would explain a nearly 10% drop in ASND. HCH isn’t even the same indication as ACH, and YUVIWEL isn’t competing in that market today. Even if VOXZOGO expands into HCH, ASND could potentially pursue that indication in the future as well.