As an investor, one uses ALL sources of information to make an informed decision on an investment. Results from clinical trials is one such factor and by no means the only one!
Even though you weren't asking me to answer I would like to ask you one question.
Since it seems that we look at CU data so differently it would be interesting to know what's your approach and is there something to learn from it.
The way I see it CU patients are just like any patients who are participating on the trial. Yes, they know that they are getting the real drug (just like open label patients) and more resources are usually available for them. So there is possibility of stronger than average placebo effect for sure (just like in open label trials).
But what makes you think that the data we got from CU patients isn't that important or is somehow considerably inferior to the data the company gets from single patients participating on phase 2b trial?
What Dr Alkon was talking about Tuesday was the PKCe levels that were triggered and measured with the single dose in the 2a. That was part of the "efficacy" endpoint to the company and the drug dose given was effective in achieving that level. Obviously when they asked the patients specific questions hours later there wasn't a statistically significant improvement thus the language about cognition in the PR. Doesn't mean there was ZERO efficacy the way the company viewed all the variables. If it was simply the scores on a scale hours later then you are right and I get your point. That's not all the company was testing for however and they already knew it took multiple doses to get improved cognitive efficacy in animals. JMHO
Boy are you jumping all over the place. Who said he saw the 2b trial results, we are talking 2a study. Did you go listen to the presentation starting at minute 22:00.
Totally different management two years ago. So the question is which is right, the PR or the Chief Science Officers decription 2 days ago The best why to find out is to call him. I do not have time this week but early next week I should have time.
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