SLC regarding P: slcimmuno Member Level Satur
Post# of 72446
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Posted On: 05/14/2017 1:46:47 PM
Re: someconcerns #33763
SLC regarding P:
slcimmuno Member Level Saturday, 05/13/17 10:32:58 PM
Re: A deleted message
Post # of 181921
Thx- am trying to play a bit of catch up. Hoping more Longs participate in chats around the Science, less the jabs at management... coulda woulda shoulda. That we're now approaching 4 phase 2 readouts is impressive - credit where credit is due. Share price should adjust particularly when that 1st Deal happens.
Re PASI vs IGA -- IGA 0/1 is closer to PASI 90 than PASI 75. So our P2's 200mg arm in mild-to-mod does suggest Ps efficacy might even be better w higher dosing esp in mod-to-sev Psoriasis where the change should be more pronounced using the more favorable PASI scale. Placebo rate should also be lower (the spread btw active and control). I believe the P2b trial protocol on clinicaltrials.gov mentions they're taking photos - the before and the after. Seeing as believing. Good idea. Photos ideally in support of the data.
Re Prurisol P2b, I think we should train our gaze on the PASI 75 scores as that's been the standard industry measure and would be the one used to compare Prurisol directly w/Otezla -- a Pre-biologic, moderately effective, oral (like us) still generating $1-2bn. We at want to meet Otezla's bar (25-30% PASI 75) at a minimum.
The biologics are hitting PASI 90s/PASI 100s, with quick uptake, but they're not really our competition ... yet. Should we approach their results, however, like I've been saying, then watch-out.
An oral that is, or is almost, as effective as the biologics (with their worse side-effects profile, administration woes, high treatment failure rates, costs, etc), well, then you indeed might get possibly into Georgii numbers.
Good thing for us is we have 3 potential Big Winner drugs, with Brilacidin results coming online about the same time as Prurisol.
If you've researched the Science, and are reading the tea leaves of the results we've seen so far, you gotta like our overall odds.
slcimmuno Member Level Saturday, 05/13/17 10:32:58 PM
Re: A deleted message
Post # of 181921
Thx- am trying to play a bit of catch up. Hoping more Longs participate in chats around the Science, less the jabs at management... coulda woulda shoulda. That we're now approaching 4 phase 2 readouts is impressive - credit where credit is due. Share price should adjust particularly when that 1st Deal happens.
Re PASI vs IGA -- IGA 0/1 is closer to PASI 90 than PASI 75. So our P2's 200mg arm in mild-to-mod does suggest Ps efficacy might even be better w higher dosing esp in mod-to-sev Psoriasis where the change should be more pronounced using the more favorable PASI scale. Placebo rate should also be lower (the spread btw active and control). I believe the P2b trial protocol on clinicaltrials.gov mentions they're taking photos - the before and the after. Seeing as believing. Good idea. Photos ideally in support of the data.
Re Prurisol P2b, I think we should train our gaze on the PASI 75 scores as that's been the standard industry measure and would be the one used to compare Prurisol directly w/Otezla -- a Pre-biologic, moderately effective, oral (like us) still generating $1-2bn. We at want to meet Otezla's bar (25-30% PASI 75) at a minimum.
The biologics are hitting PASI 90s/PASI 100s, with quick uptake, but they're not really our competition ... yet. Should we approach their results, however, like I've been saying, then watch-out.
An oral that is, or is almost, as effective as the biologics (with their worse side-effects profile, administration woes, high treatment failure rates, costs, etc), well, then you indeed might get possibly into Georgii numbers.
Good thing for us is we have 3 potential Big Winner drugs, with Brilacidin results coming online about the same time as Prurisol.
If you've researched the Science, and are reading the tea leaves of the results we've seen so far, you gotta like our overall odds.
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