Avatar apparently had similar data to Excellence. But since Avatar was reported as AUC and without graphs, many here don't understand this; they think Avatar was "the successful one". But there's a reason Avatar proved not to be pivotal either, and it wasn't fantastical TGD strategery timing for a Rare Disease Voucher; it was poor final (week 7) results vs placebo. We now have a much larger (3x) pediatric trial, and it has poor final (week 12) results vs placebo.
The company sounds like they will ask regulators if they should file a Rett NDA. No harm asking. But the Excellence results will likely be received as the Avatar results were, with a head shake. In the meantime, about time we finally get FX, PD, and Schizophrenia started, get that AD paper done, and get some AD OLE results. And hear about some more AD filings underway.
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