Not much has changed since the February BIO CEO presentation. Pretty much all the same slides and content. On the highlight slide, it now reads 98% enrolled instead of 90% enrolled. The timeline slide still indicates Q1 for first US patient randomized in BETonMACE. If true, news is around the corner.

Led, that BETonMACE graphic is nice, but they've been using it for a while now. No changes listed yet to the BETonMACE trial design slide. 

The new presentation threw in the slide about neurodegenerative disease publications with BET inhibitors. And the highlight slide noted "Cognition Subgroup: ~18% of patients have completed MoCA at Baseline; Target patients are those with baseline MoCA ≤ 25 ) approx. 275 patients," so maybe trying to highlight cognition/neurodegeneration for this crowd?

One notable change on the "Payer KOL Outreach: Key Payer Support" slide. The new presentation has a bullet point that reads "Pricing bands support annual US price of $5,000 - $8,000 based on new enriched high risk patients," but tht figure was listed as "$6,000 - $12,000" in the Feb 2018 BIO CEO slide. I wonder if the news surrounding alirocumab/Praluent pricing sparked this change?

No quarterly MD&A/financials posted yet on SEDAR, though there is a "Report of exempt distribution excluding Schedule 1 of 45-106F1" posted yesterday. 

And we wait some more.....have a good day everyone.

BearDownAZ