VKTX = I think the pbo arms AE are consistent btw phase 1 and 2. It just boils down to N=9 vs N=40. Main difference being zero drop outs in ph1 and 4 drop outs in ph2. I gathered that addiction to bad habits can overcome the urge to get healthier (with the discomforts of AE/sensitivities) for these type of patients. So nothing to do with face saving or complex psych explanations. The market reaction is really about to high expectations for the high dose being less tolerable. But then the trial dosage is meant to test the limits. IMO Fierce has a good summary of the range of expectations and market reaction. The results do need to be pbo adjusted as IMO all cohorts suffered through the same sensitivities/mental issues. The question comes down to optimal dosing and maintenance dosing and expectations for that once VK has enough data to announce regimen.
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