News Focus
News Focus
icon url

davidal66

12/17/10 6:56 PM

#35173 RE: neuroinv #35172

Great post, Dr. Tracy.
icon url

jerrydylan

12/18/10 8:47 AM

#35175 RE: neuroinv #35172

I think you pinned the tail on the donkey. I wish someone would have the cohunes to get this going and it appears to me Cortex is trying everything in a pretty brutal environment. We'll see.
icon url

meixatech

12/18/10 9:01 AM

#35176 RE: neuroinv #35172

Neuro,

“I think the issue is in sorting out what the resulting pattern of data may mean--whether it's a clinically meaningful signal, and for which SA patients.”

If CX-1739 reduces just the number of episodes of apnea in some patients, would that be considered a meaningful signal? So, lets say that on average the patients in this trial experience a 25% reduction in apnea episodes with CX-1739. Would this be considered a meaningful signal? It would seem to me that such a reduction is still not enough and the trial failed to show “enough” efficacy. I really don’t know what a marginal effect or clinically meaningful outcome would be. Could it be the depth of the apnea episodes are reduced? Instead of lasting 15 seconds per episode they on average last 10? Or of the patients who got CX-1739, one or two showed a distinct “signal.” My guess, at the very least, it would be the latter.

Now, considering the comments we got from Varney about when the results would be released, and then no word after almost two months from that date, suggests to me that the SA results were quite strong and these results alone have placed Cortex in an unprecedented bargaining position.
icon url

gfp927z

01/07/11 11:48 AM

#35376 RE: neuroinv #35172

Neuro, Your post from Dec 17 seems like a good summary of the various scenarios for Cortex (excerpts below) -




-- I know from non-Cortex sources that Cortex has a banker testing the waters for buyout/M&A opportunities.

-- I know from non-Cortex sources that they have discussed the possibility of a very novel approach to funding Phase II--but the degree of control they would have to cede, and the eventual cost to them, could be problematic.

-- There is no doubt that they have discussed partnering various chunks of the company: CX-1739; a set of low-impacts; high impacts. This is not news, they've stated previously that they were exploring a number of options.





>>> I know from non-Cortex sources that they have discussed the possibility of a very novel approach to funding Phase II--but the degree of control they would have to cede, and the eventual cost to them, could be problematic. There is no doubt that they have discussed partnering various chunks of the company: CX-1739; a set of low-impacts; high impacts. This is not news, they've stated previously that they were exploring a number of options. <<<

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57912019