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Tuesday, 10/06/2020 1:51:25 PM

Tuesday, October 06, 2020 1:51:25 PM

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I'm a B-liever for many years already. I will state the obvious. If B v C is a winner it'll be sensational. But every day that goes by is a problem now. Take one purported MOA of B v C- modifying the inflammatory response. Any trial now must give patients dexamethasone if they are sick enough, in addition to B. Can B find plenty of patients admitted but not sick enough for steroids ? It gets more complicated as more therapeutics prove beneficial. Once their benefit is accepted as proven, it will be unethical to have a trial and not give that drug to a patient. Does B have a benefit beyond dexamethasone? In addition to? It'd be easier to show benefit with this MOA without the patient already getting a steroid. Do I know this for sure? Of course not, it's a total guess. But anyone will tell you that steroids are big inflammatory guns and MAY muck up the water for B inflammatory MOA. Is it possible that B + dex is wonderful and marvelous and synergistic and will be the standard of care 6 months from now? Yes yes yes.

And yet As week and months progress that patient population will be on more drugs that show some benefit. It just gets messier.

Is it worth worrying about? Who knows. Preemptive strike by RBL, right? B plus Remdesivir looked better in a lab than Remdesivir alone. Have they done the same study with dexamethasone+ B? And how many other drugs will become standard of care before B is ready to go in a trial?

Time is wasting' Leo, fellow shareholders.
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