I am bigly long $BBIO (45% delta-adj) and long a little $ALNY (10% delta-adj) as a hedge in case best case data for $ALNY.

But I've been bothered by the fact that I think there's a more than non-zero chance that $ALNY blew up. I wonder if they extended the trial and "refined" the stats plan because blended deaths due to heart failure were coming in higher than expected (so much so that they are worried vutri might not hit stat sig unless they extended to let curves separate).