Given the lack of substantive new information yesterday, I will stick with my 2% chance of submission based on the 2b/3 and near 98% chance of need for P3. There should be some additional data, perhaps wild-type versus mutated S1R, within a couple months but I would not see this moving the needle. 30 versus 50 mg should have been available 6 weeks ago and the absence of this result yesterday is deafening.
I thought there might be an update on the Rett Excellence trial at JPM. Perhaps he is waiting for the trofinetide approval March 12 to strategically announce completion of the trial and fry the shorts.
Interestingly, the CDR-SB time course presented showed A273 doing worse at 12 weeks (though not significantly worse)... in contrast to the 2 super-responders doing 5+ points higher on MMSE on the first assessment and then being flat. Looks like the 2 cohort curves criss-cross -- good thing that ADAS-Cog-AUC was not a measure. If the 30 and 50 were broken down, we could have had a braid.
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