Replies to post #71955 on Biotech Values

[hptaxis]

Hysterectomy & Proellex

What would you consider a hysterectomy on the treatment arm as? Is this a 2?

Also, regarding a dropout rate, is 2X sufficient information if the dropout rate is large, say >20%? I would think that a dropout rate >20% is important information while anything less of decreasing importance. I would think that a dropout rate of 35% by any measure is a significant matter. But, this number can be hidden by using 2X terminology.

[DewDiligence]

RPRX – Because of the fact that I consider the info less material than you do…

How can the dropout rate for Proellex patients in what is probably the most important clinical trial to date be anything less than highly consequential?

and because of the fact that they seem to equally disclose to everyone who asks…

Under Reg FD, if the information is material, the onus is on the company to disclose it non-selectively in the first place. Willingness to disclose is a new standard that you and PGS have invented—it is not a defense recognized by the regulation, nor should it be for the reasons already mentioned.