Great post from biodoc: "Nice posts over the la
Post# of 72440
"Nice posts over the last few days, TIAB!
A few early morning pre-work thoughts: Of course, I'm happy to see a response rate near 50% for moderate disease. It's a great result for a limited study.
For mild disease, targeting an IGA score reduction of 2 points (2 to 0) is very aggressive. I'd argue that there is a huge unmet need and market for mild disease where improvement even from IGA 2 to 1 is more than enough for many patients who are very frustrated with limited treatment options.
Of course, I'd like to see a deal and an early deal would be great as the company moves forward with Kevetrin and Brilacidin. However, the Prurisol Phase 2 was inexpensive and fast. Don't shoot me but I'd like to see two Phase 2bs of 16 weeks duration, one for moderate/severe disease with the goal of a 2 point IGA reduction and another for mild disease setting a less aggressive bar for clinical improvement. Dosages of 200mg, 275 mg, and 350 mg (or something like that) should further replicate results for the Phase 2a 200mg and allow for optimization for definitive Phase 3 studies. Of course, I'd have no objection to an early deal with modest cash and generous milestone payments.
Great stuff. Very exciting".