I agree there is a lot of grey area. And your/everyone's concerns are legitimate.
But it does seem to me that this was a poorly written, i.e. confusing, PR. it also seems to me that the market is putting undue emphasis and negativity, getting a lot of traction over, again, a poorly written PR. It gives confusing information. I don't profess to knowing what any of it means, until the company releases, and explains, full data.
What I do know, based on a friend with ALS, is that any surgery, including BiPap which is a necessity, further degrades the condition. So, surgery might be a strong negative.
However, that being said, JNap stated in his remarks re CUR, that his idea of acceptable deviation in decline based on the ALFERS is about, 1.25 Pct pts. and over 9 mos the decline was worse for Cur' s therapy.
Yesterday, he spoke with the CEO of BCLI-and JNap seems content now to accept BCLI. Interestingly, the CEO stated the decline pct. in the worst of their patients was 2.6 to 2.7 pts. per month over 3 mos. So, if you extrapolate and do the math based on 9 mos. they are way above that 1.25 threshold, and I'd have to check the numbers, possibly worse numbers then CUR. And BCLI, is not an invasive surgery.
AI
