Pivotal, what I did (for those who care)

Arena is the biotech stock that bulwnkl posted about a few days ago.

Mostly quoting from bulwnkl, and a bit of my research (accompanied by a dictionary!)

They’re a turnaround, blew a bunch of cash on an obesity drug that no-one bought. They have 3 major drugs in the pipeline, Relinepag which is looking good, but TAM is pretty small. Etrasimod, for treating ulcerative colitis which is what Bulwnkl is excited about, a much bigger TAM.

Olorinab is looking like a next-gen pain killer, which may be anti-inflammatory, looking at treating Crohns pain.

Long-term strategy for Arena “heading to build substantive company over long period”

Bulwnkl has had a pretty stellar record with biotech.

cheers
Greg

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