Win or lose....one thing we know for sure
posted on
Aug 30, 2019 09:24PM
Regardless of whether BETonMACE hits the primary endpoint or not....the one certainty as I see things is the need for cash. Not just to pay off the lenders but simply to keep operating.
I suppose there are several different possibilities, but ulimtately I'm thinking these are the main ones, in descending order of desirability:
1) Success with RRR for MACE as well as with both eGFR and MOCA scores.
2) Success with RRR for MACE as well as with one of eGFR or MOCA scores.
3) Success with RRR for MACE but not with either of eGFR or MOCA
4) Failure of RRR for MACE but success with both eGFR and MOCA.
5) Faiure of RRR for MACE but success with one of eGFR or MOCA
6) Failure accross the board for both primary and secondary endpoints....
I think its obvious that the best case scenario for raising the cash needed to stay in biz comes with Door #1, followed by doors 2 and 3. I know some think that doors 4 and 5 also might still provide a path forward....I'm hoping we don't have to find out. Door #6 to me means game over, fold up the tent.
Does anyone have any thoughts about which secondary outcome offers more opporutnity, eGFR or MOCA? My own thoroughly unscientific gut reaction is that if one fails and the other succceeds....that I'd want it to be MOCA scores showing significant improvement simply because I think anything that touches anywhere near Alzheimer's disease has the potential to garner better market reaction.