Thursday, May 20, 2010 12:52:22 PM
The new publication doesn't seem to obviously alter anything much... as far as the investment case is concerned...
The end point of the study left them with a positive result, but it left them also not knowing WHY the result was positive, generating a new need for them to move the base in "the science"... so that they had something actually standing there underneath the results, supporting their thesis re a mode of operation by which the benefit was generated.
A good result in terms of science... isn't necessarily a good result in terms of investment... Good for scientists to see the result, and good for patients that you do know how to address the bit of the problem you've shown you can. Not good for investors that you don't own the patent on the method by which the benefit is generated... given you don't KNOW the method by which the benefit is generated ?
One caveat... I haven't read the article... so can't claim I know the detail in what the article presents that is or might be different from the results of the studies previously announced.
They do lead with a statement suggesting that the results they show mean a Phase III investigation is justified.
I think to have that happen, they'll still need to move the pillar in the science in a way that there is a solid concept in a method of operation that is supported by the data, that also supports the case for Phase III.
Not clear to me that this actually does that...
VHAI - Vocodia Partners with Leading Political Super PACs to Revolutionize Fundraising Efforts • VHAI • Sep 19, 2024 11:48 AM
Dear Cashmere Group Holding Co. AKA Swifty Global Signs Binding Letter of Intent to be Acquired by Signing Day Sports • DRCR • Sep 19, 2024 10:26 AM
HealthLynked Launches Virtual Urgent Care Through Partnership with Lyric Health. • HLYK • Sep 19, 2024 8:00 AM
Element79 Gold Corp. Appoints Kevin Arias as Advisor to the Board of Directors, Strengthening Strategic Leadership • ELMGF • Sep 18, 2024 10:29 AM
Mawson Finland Limited Further Expands the Known Mineralized Zones at Rajapalot: Palokas step-out drills 7 metres @ 9.1 g/t gold & 706 ppm cobalt • MFL • Sep 17, 2024 9:02 AM
PickleJar Announces Integration With OptCulture to Deliver Holistic Fan Experiences at Venue Point of Sale • PKLE • Sep 17, 2024 8:00 AM