No problem for the repost. It even starts to become more probable when one considers that we gave data on the extension portion at CTAD. Most companies we are following with the Amyloid drugs and BACE drugs haven’t really kept extensions going. They either fail their endpoints or get approval for the next phase and start a big trial and fail there.
Don’t forget it costs us money to keep the extension going and for what purpose? We got the genetic testing finished and could theoretically start enrolling the new phase and end this phase. I know, it’s humanitarian and compassionate (some argue) to stop the drug at this point. But ask yourself why? Only if it’s working would that be compassionate. Many have argued that it isn’t working or still showing benefit over SOC.
We don’t know because the media doesn’t update us on the original patients any longer.
I contend we would not be using our burn rate (limited) unless we were going to launch from these folks - it’s the only reasonable explanation...the drug works, patients continue to benefit, and we are preparing to leverage the statistics, RWE, length of time of stability or improvement, and genetic biomarkers.
Additionally, this makes me say, “now I see why they are doing what they did.” Isn’t that the watch phrase?
Just consider it a chess move and see what you think.
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