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Posted On: 08/01/2020 7:53:19 AM
Post# of 148902
Cycl2R,
Mi intention, as always is not to de-contextualize any meaning/spirit of what was said in the conference call. By the contrary, I am tryin to understand why all of the sudden NP and SK where both talking about three different populations:
From financing announcement:
From Dr S. Kelly in conference :
So, for the first time, as far as I know, we are discriminating in three categories. Also, I am trying to understand why and sharing my thoughts with all of you.
I think you (and others) take it as a negative. I don't. The better we classify and address the patients the more successful our treatments will be. Knowledge is king.
We need to be in the know to talk to FDA and will need to explain our results to them. If, for instance, at day 14 we do not have a statistically significant result (a possibility in the extreme case I described in a former post) and if we can explain it to FDA in that Leronlimab has improved patients in, say 4-7 days, rather than some in 14 days for placebo, the FDA will understand.
All these comments are just my opinion/interpretation.
I appreciate you disagree, that is fine and that is what this board is for. However, none of us know how patients reacted during the 14 days timeline. I am putting together lose pieces of information from the conference to explain to myself the narrative. That is all.
Be what it might, I think we will have good results in 9 days time. More so after listening to Dr. Patterson last night.
You all have a good weekend.
Quote:
I disagree with this interpretation. It goes against the letter and spirit of what was said. You take out of the context two separate phrases and create meaning which is simply not there. There is absolutely no reason to speculate that day 14 won't show any significant difference with placebo. It's just not in the transcript. Moreover, elementary common sense tells me that if leron patients did much better than the place group on day three they will be better on days 7 and 14 as well.
Mi intention, as always is not to de-contextualize any meaning/spirit of what was said in the conference call. By the contrary, I am tryin to understand why all of the sudden NP and SK where both talking about three different populations:
From financing announcement:
Quote:
This injection of capital will help us deliver leronlimab to patients as soon as the regulatory pathway is clear for potentially COVID-19 (for three different populations)
From Dr S. Kelly in conference :
Quote:
Yeah, I do want people to understand, you know, when we're looking at covid-19 dealing with three different categories: the mild-to-moderate, the moderate-to-severe, and the severe-critical population. As we continue to learn more about covid-19 in real-time. This is what we are learning most of the mild-moderates will clear the virus on their own and will do fine.
So, for the first time, as far as I know, we are discriminating in three categories. Also, I am trying to understand why and sharing my thoughts with all of you.
I think you (and others) take it as a negative. I don't. The better we classify and address the patients the more successful our treatments will be. Knowledge is king.
We need to be in the know to talk to FDA and will need to explain our results to them. If, for instance, at day 14 we do not have a statistically significant result (a possibility in the extreme case I described in a former post) and if we can explain it to FDA in that Leronlimab has improved patients in, say 4-7 days, rather than some in 14 days for placebo, the FDA will understand.
All these comments are just my opinion/interpretation.
I appreciate you disagree, that is fine and that is what this board is for. However, none of us know how patients reacted during the 14 days timeline. I am putting together lose pieces of information from the conference to explain to myself the narrative. That is all.
Be what it might, I think we will have good results in 9 days time. More so after listening to Dr. Patterson last night.
You all have a good weekend.
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