Bigworld, Here's the full Acurx conference call transcript (next post). Note - I made several obvious corrections, for example, they had 'Banco' instead of 'Vanco' for Vancomycin. Other apparent mistakes in the transcript I left as is. There were a lot fewer transcription mistakes than back in the 'old days' when I was following bio stocks, lol. But the key info and numbers in the transcript jive with my own notes taken from the audio call replay.
A few new (to me) tidbits from the Phase 2b trial -- there were apparently two patients who were dropped from the data due to 'protocol violations', although Luci said he doesn't know if they were from the Ibeza or Vanc arms of the trial.
One question I would have asked would be about the one (and only) clinical failure patient in the entire trial. The patient was in the Phase 2b, and in the Ibeza arm, so it would be informative to know more about the patient -- age, medical history, co-morbidities, etc, as well as more about the 'degree' of failure - was treatment almost successful, or did it miss by a mile, etc. But we may have to wait for the Phase 2b data to be published in a science journal before that info becomes available.
That single treatment failure (in the Ibeza arm) is what severely tanked the stock a few weeks ago when the Phase 2b press release came out, and what makes for some continued nagging doubts, considering that Vanc had 100% success in the trial. For Vanc to show 100% success shows how risky it is to base conclusions on such a tiny trial. And the upcoming sustained cure / reinfection and microbiome data will have similar shortcomings. Hopefully the upcoming data will be clear and unambiguous, but tiny trials can be extremely unpredictable.
I noticed that the tone of this conference call (compared to Luci's July investor presentation) makes it sound more likely that Acurx will need to do the first Phase 3 itself, or at least that's the impression I got. But we'll see how this upcoming data looks --> should be very interesting :o)
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