Tuesday, June 08, 2021 5:19:44 PM
I think you underestimate the effect of validation of the MOA in a placebo controlled trial.
That gets many of the fence sitters off the fence.
Remember that as of now there is still no substantial data from a placebo controlled trial released. That gives skeptics plenty of room to be skeptical. That whole 99% failure rate thing is still in play.
Our MOA is novel, way out of the main stream, and as the Amyloid Plaque debacle has shown, being out of the mainstream has a high cost.
The first controlled trial that shows positive results will do a lot to show that 2-73 works. The second controlled trial in a different indication will show the generalized upstream applicability of 2-73. That will be the real game changer.
People will then realize that not only does 2-73 work, it works in a way that is applicable to many CNS indications. And, now we are seeing some evidence that it can work in non-CNS indications also.
There is a technical term for that... blockbuster.
That gets many of the fence sitters off the fence.
Remember that as of now there is still no substantial data from a placebo controlled trial released. That gives skeptics plenty of room to be skeptical. That whole 99% failure rate thing is still in play.
Our MOA is novel, way out of the main stream, and as the Amyloid Plaque debacle has shown, being out of the mainstream has a high cost.
The first controlled trial that shows positive results will do a lot to show that 2-73 works. The second controlled trial in a different indication will show the generalized upstream applicability of 2-73. That will be the real game changer.
People will then realize that not only does 2-73 work, it works in a way that is applicable to many CNS indications. And, now we are seeing some evidence that it can work in non-CNS indications also.
There is a technical term for that... blockbuster.
If investing was easy, everyone would be rich by now.
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