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Re: gfp927z post# 24402

Thursday, 03/19/2009 2:58:19 PM

Thursday, March 19, 2009 2:58:19 PM

Post# of 52265
That certainly seems probable. He may now have some idea of how quickly they have been able to enroll suitable SA patients, and if it is slower than anticipated, that could have played a role in the streamlining decision. That still leaves open the possibility of tracking the blinded data to see if a bifurcation emerges that might warrant unblinding it early.

Negotiations on SA don't have to wait until completion--they could have a term sheet or two that is predicated upon positive SA results. Just as they apparently had an ADHD term sheet that was predicated on a FDA go-ahead for CX717. So we know that any agreement that is conditional--is vulnerable.

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