Re CEO presentation...
Generally the presentations are fair and if anything do not indicate the true value of their lead drug AMR101...
That being said, I find the CEO's recitation of the clinicals of some of the Japanese studies a little loose in interpretation..eg in his most recent talk he stated there was a 50% reduction in cardiac events in a group of patients with TGs above 150mg/dl..The reality was this was only true of a subset in that group who had low HDL-C levels complimenting their high trigs..a bad combo...
These little 'fibs" are more than outweighed by the mis interpretation of the JELIS study, by the American Cardiology gurus, who missed the fact there were so few deaths (63 deaths in 18,500+ patients over a four and a half year period (0.6 deaths/1000/year)...That establishing survival benefits was essentialy not possible..The the safety profile within the therapeutic range is slightly more dangerous than lettuce, no increase in hemorrhagic strokes. Truth is the drug might be good for everyone..
":>) JL..
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