Assumption check: With FULL Rett data(both Avatar and Excellence)read out possible only in 2022
Maybe in 2021, as you already have the template from the first study to use on these studies data.
PDD peer review can happen anytime in 2021(hopefully) and 3-71 data read out should be coming by EOY; but can these sustain the pps for more than a couple of days before it sags?
No, these don't mean much. PDD is a rehash, 371 is just a safety study on healthly people not AD patients.
Those who think that AD data read out will happen in early June 2022, following completion of the trial should take a moment and give it a thought. I would add anywhere between 3 to 6 months for the complete data read out (3 months for top line and 6 for the complete data)
Agree 100%, which is why an interim readout could give us numbers for the Australian arm this year, and Accelerated Approval soon after. Waiting another year and a half is not good for the stock price, as it means an extra year to revenues.