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Re: loanranger post# 261846

Friday, 05/03/2019 2:40:06 PM

Friday, May 03, 2019 2:40:06 PM

Post# of 403047
LR, mistake is mine, as usual. I managed to read 'request to have a meeting by end of December' in their December 10, 2018 press release as having a meeting by the end of December.

If what Novan says is accurate they would have gotten final minutes from FDA in about a week - I take that as an indication of uneventful and agreeable meeting. May be, also, an indication of FDA's Office of Pediatric Therapeutics work load, Molluscum Contagiosum is mostly pediatric disease so my guess is that Pediatric Office is FDA's lead in this. In any case, a good thing for Novan. A question mark, as usual, for IPIX.

There is one interestingly IPIX like thing in Novan's press releases. They never mention that 12 % solution cohorts were about half the size of other cohorts. 12 % was split in once a week and twice a week subcorhorts, others were not. But that is biopharma for you. Why to spoil otherwise splendid party?

I have some other things to pick with Novan, but all in all I currently think they have a good compound in their hands.

"I would rather have questions that can't be answered than answers that can't be questioned." Richard P. Feynman

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