We are short shares of Sage Therapeutics, Inc. Please click here to read full disclosures.
A sell-side analyst covering Sage hosted a call with one of the principal investigators (PIs) in SAGE-547’s Phase 3 trial earlier this week. Although we had already spoken with the PI at length about super-refractory status epilepticus (SRSE) and SAGE-547, we think some of the points raised during the call will be helpful for other investors.
1. The PI agreed with our thesis that patient outcomes are tied to etiology, not temporary inhibition:
Sell-Side Analyst: …What’s your estimate, from your experience, of pediatric mortality? How much does this…