From my pov the real trials are the LILAC's, because all patients are on Trof. Surely if there is any worthwile efficacy it will surface and continue over the up to 2 years of receiving treatment via those trials.
We are not going to receive any info on LILAC until after LAVENDER analysis, due to integrity concerns.
Thus, even if LAVENDER produces positive results, the commercial outcome for Trof will rest with LILAC data.
I have no idea how much LILAC data is available to ACADIA but they must be given certain info. How much of that would filter back to NEU is also an unknown.
[IMO, the above should be taken into consideration when assessing attitude to last week's CR. I certainly am.]
NEU Price at posting:
$2.04 Sentiment: Hold Disclosure: Held
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