Without complete data and as someone who will be happy if any of these drugs are successful, those results still give some hope for patients. It appears that the drug didn't show efficacy when combined with current standard of care drugs. When used as a monotherapy, their results did show efficacy. What we don't know is how many patients that was exactly and the numbers couldn't have been more than maybe 2 dozen. Lucky for them is they already have a P3 on going and could adjust the trial recruitment a bit to get patients more likely to be helped. It's not all that dissimilar to what we've had to go through, although their problem doesn't seem to be memantine blocking their effect but the aricept drugs potentially causing the problem.
Whether or not they are a good investment, I have no idea, but they will certainly continue to advance the drug with their current trial. Hats off to a clear data presentation from management as well. I always wondered exactly how the market would have reacted when this issue hit us and we reported top line without waiting on the post hoc memantine issue. I guess we see the market would have acted the exact same way.
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