HTA
HEALTHCARE TRUST OF AMERICA, INC.
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Responding mainly to OP but whoever else, yeah I mean it’s a retail driven surge atm, which I don’t give credence to. At the end of the day it’s not even fraud or malpractice, it’s literally just 1) is your trial written well and 2) does the phase 3 trial clinical result pan out? The best way ahead of top line data announcements is to speak with KOLs at the right conferences to get their sense of the therapy performance. If they are not high on it, lukewarm on its added clinical benefit, doubtful as to the reimbursability, then I’m sure as hell not betting it all on SLS.
Outcomes are nice to have and feed into HEOR/RWE analysis as exploratory endpoints (see my point on a well written trial) that helps with payer negotiations and HTA markets. This is a factor in valuation.
As for someone commenting that a $10B buyout should be $30B…. That’s not how it works. If a company has a $30B patent shortfall, it doesn’t mean one acquisition needs to make up all of it. It means it makes up part of it. Valuation is valuation, it doesn’t automatically equal the opportunity. The acquirer will deploy capital elsewhere to make up any difference, NOT give it all to SLS lmao.

Responding mainly to OP but whoever else, yeah I mean it’s a retail driven surge atm, which I don’t give credence to. At the end of the day it’s not even fraud or malpractice, it’s literally just 1) is your trial written well and 2) does the phase 3 trial clinical result pan out? The best way ahead of top line data announcements is to speak with KOLs at the right conferences to get their sense of the therapy performance. If they are not high on it, lukewarm on its added clinical benefit, doubtful as to the reimbursability, then I’m sure as hell not betting it all on SLS.
Outcomes are nice to have and feed into HEOR/RWE analysis as exploratory endpoints (see my point on a well written trial) that helps with payer negotiations and HTA markets. This is a factor in valuation.
As for someone commenting that a $10B buyout should be $30B…. That’s not how it works. If a company has a $30B patent shortfall, it doesn’t mean one acquisition needs to make up all of it. It means it makes up part of it. Valuation is valuation, it doesn’t automatically equal the opportunity. The acquirer will deploy capital elsewhere to make up any difference, NOT give it all to SLS lmao.