Art Vandelet @brainboyuwmc

Joined April 2012

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Art Vandelet @brainboyuwmc

a week ago

@canoebrookbl Except BLA acceptance could come any day. If it does, and they put it in the accelerated track, that would send it right back into the $40’s.

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Art Vandelet @brainboyuwmc

a week ago

@Master_SeaSeo @Help4HDI So when will we ever get the peer reviewed data that’s been promised for a year now?

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Art Vandelet @brainboyuwmc

3 weeks ago

@mike98572986 And now we know why she’s in the doghouse, and they have Victor Sung doing damage control on the call.

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Art Vandelet @brainboyuwmc

3 weeks ago

@mike98572986 Looks like Tabrizi actually spilled the beans last week. So sad for the HD community

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Art Vandelet @brainboyuwmc

3 weeks ago

@DesertDweller93 @uniQure_NV And now Sung doing his best to pump this up. Way too vague in his comments though.

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@DesertDweller93 @uniQure_NV Clearly shows that this thing is dead until the confirmatory trial results are processed. Way too much obfuscation with all the external control changes. And way too much noise with the small sample size.

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV I mean, if this were a one- hour procedure, that might be one thing, but you’re basically tying up the resources for an entire day.

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV I would say maybe a few hundred in the United States per year until the confirmatory study is complete. These hospitals have so much demand for neurological services for patients that are in dire need of various conditions. So how do they tell them no to tie up resources

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV For a very complex and time-consuming procedure that only has results from a n=12 trial?

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV That’s why I feel until the confirmatory study is complete, you’re just not going to see that much monetization for this.

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV But even if you get stellar for your data, and the payers open up their pocketbooks, there is limited neurosurgical capacity even here in the United States. Especially for a procedure that could be 12 hours plus.

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Art Vandelet @brainboyuwmc

4 weeks ago

@mike98572986 @DesertDweller93 @uniQure_NV What are hospital ethics boards allocate that much capacity, even if there is demand, to this procedure? Especially before the confirmatory study?

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Art Vandelet @brainboyuwmc

4 weeks ago

@DesertDweller93 @mike98572986 @uniQure_NV Fact of the matter is, this soap opera won’t be over till the full confirmatory study is behind us. Years away. Until then, continue to expect significant volatility.

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Art Vandelet @brainboyuwmc

4 weeks ago

@DesertDweller93 @mike98572986 @uniQure_NV That said, even if it is, we’re years away from material commercialization. Sung and Tabrizi damper the exuberance a bit and pitchforks are out. But they bring up fair point!