but it's weird how little solid statistics have been provided
The CTAD TLR slide deck omitted ONE slide... the ADCS-ADL mean score, while providing the rest, including additional OR calculations identifying super responders, and you make that false statement? We know that the confirmatory subgroup analysis, MRI data, sleep study results, etc. are still being analyzed.
Just because a poster with a Doc handle assumes that any missing detail from the TLR must have been a failure, then he himself must be viewed with skepticism. I'd far trust the CEO, who has real skin in the game along with his freedom on the line, to be honest and sincere regarding the trial results, as evidenced from past presentations.
Long-time investors have looked at the totality of the P2b/3 TLR data and past trial results, including AD P2a, PDD P2, and Rett AVATAR P3, as well as corroborating 3rd-party studies on the S1R MoA, to conclude that it was a successful trial (as the company continues to reiterate). The data are convincing, especially the super responders. Add on top of this the identified surrogate biomarker that will enable an optional AA pathway.
There are many social media characters out there who are hired to create disinformation, instilling fear, uncertainty and doubt among retail investors. It's best to identify who they are. Some are better at it than others.
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