Ann: Phase 2a Study Shows BTX 1801 Eradicates S. Aureus, page-729

I’m no doctor but I thought the results were pretty straightforward. Met primary endpoints, safe, eradicated staph in circa 76% of cases at day 7 and effect continued to day 28 in 20-something percent. I’m not sure what further reassurance people are expecting. Bear in mind this is a phase 2a. Dosing could be further optimised. Maybe it should be applied for 7 days for an even better result? Maybe more - does it matter if the right answer is 15? The fact is it shows eradication of staph in a majority of cases, is safe and doesn’t result in resistance - in a world that’s calling out for exactly that.

We could split hairs on whether percentages add up and it might be rounding error or some other explanation (and there probably is good one) but let’s be realistic. A week ago there was a very real risk that this for whatever reason wouldn’t work in-vivo. That risk is pretty much completely dissipated.

Now we could ask management to get out and about and reinforce what to me seems like the obvious - it works - which might be great for the share price short-term, but I really believe that they would have more strategically important things to be doing with their limited time.