Of course this goes back to 1st Qtr 2022, but Charlie Duncan is an old pro and well respected especially with his pointed questions...I don't really follow all of the details but you pointed out the interesting missing information.
I do realize that Charlie Duncan is not well liked here and most argue that it's because of Avanex not doing business with them.
I don't think Duncan currently "follows" Avanex.
This is getting interesting for Excellence Trial results...kind of worn out with the ongoing lack of data.
10Q didn’t mention detailed endpoint change but did disclose the endpoint change was approved by Australia and UK regulatory authorities. In the subsequent CC, Missling did indicate the company contacted FDA and gotten guidance on the endpoint (which is to be consistent with Acadia and US p2 trial).
With regard to primary and secondary endpoint having the identical AUC graphs, I recall it was brought up in the results CC. Missling’s answer is that’s a coincidence. The graphs are correct. With the results just a patient count percentage 72.2% and confirmed in 10Q, I buy it as a coincidence.