If I remember correctly you were invested in IMGN as I was, did you have some at the end. I did and now have substantial funds which I'm looking to invest and AVXL is one of the companies I'm considering for a sizeable investment. I believe that what you're saying about the time to get clinical data is really true with practically every company and trial data, certainly NWBO, which I'm heavily into now, is another example.
I'm not yet familiar with the various trials, out of curiosity, how are the AD trials judged. I gathered in the RETT trial judgement was essentially purely observational by people who really weren't trained observers, the parents I think. I believe a problem has to do with people wanting to believe that patients are getting better, so some parents in the control group thought they saw improvement. If I got something wrong here, please let me know. I also believe that long term the control patients weren't found to be better, while those on the drug were, but it was beyond the scope of the trial.
I'm just wondering if the AD trials are more quantifiable, or if once again it's all about the observations of others. Are patients tested in such a way that improvement is clear and not just a matter of hope.
I've been in a trial recently for a blood pressure drug, I honestly don't know for certain if I was on the placebo, or drug, but in general my pressure seemed to be more under control. With all the meds I was on it rarely went far above 140, but that was the minimum required to enter the trial and I met that requirement. My pressure has been lower in recent months, and just a couple weeks ago all patients were put on the lowest dose in the trial, my pressure to date seems to be at excellent levels, and when it's low, which used to really bother me, it no longer does so. My point is that even though I'm in the trial and generally having lower pressure, I can't say 100% that I was on the drug, though in hindsight I believe that's the case. In the very beginning of the trial I frankly thought I was on the placebo.
I recognize a few names here, besides you, as previously being in IMGN and/or NWBO. I hope you had at least some IMGN for the payoff, which frankly I wasn't thrilled with, but it's a nice profit. I'd really like to understand how quickly investors believe the company will be filing for approval, and whether you really believe they go for both AD and RETT in the same filing.
Gary
