Aiming, Yes it blows. If we had a few key facts it would be much easier to figure the odds for CX-717, and therefore for the company -
1) What human dose is the upper limit (once/day and BID)?
2) In what organ is the finding seen?
3) What is the structural, cellular change seen?
I don't see how revealing these several bits of info would jeopardize things with the FDA. I never did buy the argument that not revealing the above info is to prevent competitors from learning about the finding. To me that just sounded like an excuse. Not pissing off the FDA would be a valid reason, but I don't see how revealing 1,2,3 above discretely during a conf call would generate FDA hostility.
Particularly useful would be knowing the allowed upper limit on dosing. Since the AD PET scan trial is still allowed, one would assume that the single dose upper limit was basically unchanged. That doesn't help us in a real world clinical trial however. The once/day longer term dose limit and BID longer term dose limit are what would be extremely useful for investors to know. My suspicion is that these have been set extremely low by the FDA, and if investors knew the actual numbers, that would look very bad for CX-717, even for AD. This may not be the case, but that's the perception one conjures up absent the actual numbers.