Tuesday, July 07, 2009 9:02:39 AM
As I said, I truly admire their openness (on specific data). And also note that now we can go back and calculate whether they hid something that they "knew":
a) P value of 50mg vs placebo - nowhere near stat sig even now (p=0.2). The p value is limited by the size of the placebo group (undoubtedly due to the open label safety trials)
b) P value of 50mg vs 25mg - 0.007 (Using Fisher's Exact). Stat sig, and it would have been stat sig at probably 2/3 the size.
Combining a and b I'll give HPT a double.
BUT note that getting that much data has a clear benefit that could not have been obtained had they shut down at the first sign of trouble. It is clearly dose dependent. So the drug is still viable. So HPT gets a whiff on this one.
After looking at a bunch of the data on this issue and others I would characterize RPRX as being very open about specific data when asked. Substantially more so than most companies. But very much a practitioner of "Not asked, don't tell" (I only know of a few companies that are avoid this tendency). Characterization that is useful going forward.
All FWIW.
a) P value of 50mg vs placebo - nowhere near stat sig even now (p=0.2). The p value is limited by the size of the placebo group (undoubtedly due to the open label safety trials)
b) P value of 50mg vs 25mg - 0.007 (Using Fisher's Exact). Stat sig, and it would have been stat sig at probably 2/3 the size.
Combining a and b I'll give HPT a double.
BUT note that getting that much data has a clear benefit that could not have been obtained had they shut down at the first sign of trouble. It is clearly dose dependent. So the drug is still viable. So HPT gets a whiff on this one.
After looking at a bunch of the data on this issue and others I would characterize RPRX as being very open about specific data when asked. Substantially more so than most companies. But very much a practitioner of "Not asked, don't tell" (I only know of a few companies that are avoid this tendency). Characterization that is useful going forward.
All FWIW.
Recent RPRX News
- Royalty Pharma Launches Global Translational Prize to Recognize Breakthrough Scientific Innovation • GlobeNewswire Inc. • 04/21/2026 05:00:00 PM
- Royalty Pharma Declares Second Quarter 2026 Dividend • GlobeNewswire Inc. • 04/17/2026 12:30:00 PM
- Royalty Pharma to Announce First Quarter 2026 Financial Results on May 6, 2026 • GlobeNewswire Inc. • 04/15/2026 08:15:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/13/2026 01:53:04 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:11:40 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 04/10/2026 08:11:03 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:10:09 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 09:58:57 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 08:55:58 PM
- Royalty Pharma signs $500M co-development agreement with J&J • IH Market News • 03/30/2026 12:28:19 PM
- Royalty Pharma Announces R&D Funding Collaboration for Chronic Immune-Mediated Diseases • GlobeNewswire Inc. • 03/30/2026 11:15:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/23/2026 08:43:18 PM
- Royalty Pharma Appoints Lucas Glass as Head of Artificial Intelligence • GlobeNewswire Inc. • 03/23/2026 11:15:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/19/2026 09:12:47 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/18/2026 10:02:29 PM
- Royalty Pharma Announces Expansion of Leadership Team • GlobeNewswire Inc. • 03/17/2026 08:01:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 10:11:47 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2026 09:52:30 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/02/2026 10:26:17 PM
- Royalty Pharma Appoints Kenneth Sun as Senior Vice President and Head of Asia to Expand Royalty Pharma's Global Platform • GlobeNewswire Inc. • 03/02/2026 12:00:00 PM
- Royalty Pharma and Zymeworks Enter Into $250 Million Royalty-Backed Note Financing • GlobeNewswire Inc. • 03/02/2026 11:10:00 AM
- Zymeworks and Royalty Pharma Enter into $250 Million Royalty-Backed Note Financing • GlobeNewswire Inc. • 03/02/2026 11:01:00 AM
- Royalty Pharma to Present at TD Cowen’s 46th Annual Health Care Conference • GlobeNewswire Inc. • 02/26/2026 09:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/25/2026 09:08:28 PM
