RMB. I'll let U know ( actually price action will show it ) ...when they have this final trial fully enrolled
https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-initiation-randomized-withdrawal
So they have to persuade 80 patients currently in their long term study to drop out and enroll in this trial .
This may be hard to do.... as those in this ongoing long term study are probably staying on the drug as they have seen benefits ( note photos in Co presentations ) .
So at some pt they may have to say they are discontinuing providing the drug to all ...until the trial is fully enrolled.
Other notes
29% of Aussies are obese vs 36% in the US
6% of Aussies have diabetes vs 11% in the US
Am moving back into SWAV as demand for their product is still strong. China will open up once this Covid wave pass's there ( They have an approved Chinese partner ) and valuation is now a lot better.
ETNB currently one of my largest biotechs ..data in Q1
Good luck
Kiwi
https://investors.soleno.life/news-releases/news-release-details/soleno-therapeutics-announces-initiation-randomized-withdrawal
So they have to persuade 80 patients currently in their long term study to drop out and enroll in this trial .
This may be hard to do.... as those in this ongoing long term study are probably staying on the drug as they have seen benefits ( note photos in Co presentations ) .
So at some pt they may have to say they are discontinuing providing the drug to all ...until the trial is fully enrolled.
Other notes
29% of Aussies are obese vs 36% in the US
6% of Aussies have diabetes vs 11% in the US
Am moving back into SWAV as demand for their product is still strong. China will open up once this Covid wave pass's there ( They have an approved Chinese partner ) and valuation is now a lot better.
ETNB currently one of my largest biotechs ..data in Q1
Good luck
Kiwi
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