Replies to post #15782 on $Bob's and Jbem's Bitchin' Bios

[ridinbulls]

EBIO....glad you were not in prior to data release. I'd play it as a bounce still. AIMO

Here's my post on EBIO several months ago...

Re: ash111 Post# 11226
EBIO....I think the risk here is very high. After looking at their phase 2 data for ocular allergic conjunctivitis I discovered that the primary endpoint for ocular itching was not met. They had good feedback on the secondary endpoint and those were statistically significant. All this info can be found in the following link. The second link is the PII trial and design info.

http://ir.elevenbio.com/releasedetail.cfm?releaseid=874221

https://clinicaltrials.gov/ct2/show/NCT02082899?term=Eleven+biotherapeutics&rank=3

So the phase III design:

primary endpoint is "morning" ocular itching.

Secondary endpoint a are:

"late afternoon" ocular itching

"Evening" ocular itching

Here is link to study design:

https://clinicaltrials.gov/ct2/show/NCT02492321?term=Eleven+biotherapeutics&rank=1

I'm not saying they will not meet there endpoint as I'm sure this design was based of the findings in their PII.

I have not been able to identify how or if the scoring of ocular itching is different in their PIII vs PII. This could be valuable info for making a better informed decision of holding through data or not.

The date for data release is set for sometime in Q1 of 2016 and not Nov-December. This is from the CEO on August 12th press release. Found here...

http://www.businesswire.com/news/home/20150812005116/en/Eleven-Biotherapeutics-Announces-Patients-Dosed-EBI-005-Phase#.Vc4yX4r3bCQ

I MAY enter on a large pullback and play it as a catalyst play and IF I enter I will not hold through data.

These are just my opinions please do your own DD.

GL
Replies:
thanks it's a good DD.
ash111 on 8/14/2015 4:07:40 PM



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