@buysidebio Wonder about $ARWR IPO in current environment given the comparisons to $NVS BO $MDCO for 9.7B &amp; $MRK Peloton BO for 2.2 billion. 12B for just 2 similar drugs/targets in ARWR large &amp; growing pipe @ 3.6B. Almost certainly much higher than current valuation. ENAC CF target $VRTX 71B