Biotech Values

[DewDiligence]

OCRX—I don’t think insufficient dosing is necessarily the main problem in the STOP-HE study. Insufficient dosing could be a problem; however, the more likely explanation (IMO) for the observed efficacy (to date) being less than the 23% modeled by the company is (as noted in #msg-110961835) that the drug used in the control arm, Lactulose, is quite effective in a brute-force way.

(To reiterate, if it were up to me, STOP-HE would have been designed as described in the second paragraph of #msg-110961835.)