I'll give you B and shortly, with hope, P. Too soo

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.

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.