Agree We are used to not meeting implied release dates of data but 2H23 was explicitly stated by Missling and now some language about delay due to additional time needed for safety data is a kick in the gut. Just confirming 2H23 would have supported share price rising.
The company is no longer confident in 2H23 for Rett. Still might happen. This is CRO stuff (though still a poor show.) On the AD OLE, it was good to hear the high roll over rate; hopefully it was sustained. The company would not be hoping to rely on the AD OLE as a confirmation study if dropout was too high, so n is likely much better than the disappointing PDD OLE's.
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