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Posted On: 01/23/2018 9:34:44 AM
Post# of 72440
Re: NotRichYet2 #41224
I'll give you B and shortly, with hope, P. Too soon to tell for K.
Brilacidin: Agreed. We have three indications here all of which could go to phase 3:
-ABSSSI: Novel MOA with 1 day delivery matching Dapto. Easy win.
-B-UP: Overwhelmingly positive results even with the small sample size.
-B-OM: Strong results over all. Weak second half of the trial scares me but the lack of competing drugs and simple delivery method makes this a win too. I think this may combo well with other drugs for OM too for even more efficacy.
Prurisol: 2a showed some mildly good results. They got better when we selected out favorable pieces of data (moderate PP patients in the 200mg arm). I consider 2b to be a properly structured trial to compare it to other drugs (mod-severe using PASI). If 2b is successful I think it will translate directly into phase 3 or even direct 505b approval. One also has to note that even where 2a data was weaker, patients reported relief from itching.
Kevetrin: We will need a proper phase 2b on this one before going to phase 3 unless it shows some miracle efficacy in 2a. I have high hopes for this one but it's too early to say.
Brilacidin: Agreed. We have three indications here all of which could go to phase 3:
-ABSSSI: Novel MOA with 1 day delivery matching Dapto. Easy win.
-B-UP: Overwhelmingly positive results even with the small sample size.
-B-OM: Strong results over all. Weak second half of the trial scares me but the lack of competing drugs and simple delivery method makes this a win too. I think this may combo well with other drugs for OM too for even more efficacy.
Prurisol: 2a showed some mildly good results. They got better when we selected out favorable pieces of data (moderate PP patients in the 200mg arm). I consider 2b to be a properly structured trial to compare it to other drugs (mod-severe using PASI). If 2b is successful I think it will translate directly into phase 3 or even direct 505b approval. One also has to note that even where 2a data was weaker, patients reported relief from itching.
Kevetrin: We will need a proper phase 2b on this one before going to phase 3 unless it shows some miracle efficacy in 2a. I have high hopes for this one but it's too early to say.
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All my posts are my own personal opinion and speculation. They should not be used as the basis for any investment decision. No, I am not Scottsmith.
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