Re: Que sera sera....
in response to
by
posted on
Mar 31, 2018 04:11AM
GAC - IMO a deal will be done this fall if there is positive Top Line results. In the past we have not had positive Top Line results. In the past we have not had a Phase III trial. In the past the trial took all comers with CVD issues and not just patients with very specific CVD, diabetes, CKD and inflammation issues. In the past there was no secondary endpoint that was specific to CKD or Alzheimer's. In the past there was not the same understanding of the MOA. In the past we have not had 2400+ patients in a trial. Those four words, it's different this time, can be portfolio killers but there really are a number of significant differences this time. IMO this is a very different beast than what we have experienced in the past, including the share structure which will likely change again in the next few weeks.
Looking forward to the next few weeks playing out.
dyodd
tada