DXB Share Price, page-50

Don't believe so Pres.

DMX-200 is quite different in that regard.. It's an open label unblinded trial.. The interim showed its safe and there is excellent efficacy in some patients.. They enrolled a heterogenous group of CKD patients (aetiologically speaking) so not surprising there was a varied response. We know there will be efficacy with the full Ph2a results in some patients- we've already seen that and indications by the Company are that the efficacy signal has continued! This was a dose finding study so to get the results they did is even better. Once they conduct the ph2b with tailored dosing regimen based on ph2a data and a better defined population, we should see even better results. They are sitting on something big. As I've said before- FSGS or not- the general CKD population could greatly benefit from this drug!

Potential partners wont bet the house on interim results but they will on final results should they meet the mark.. The company is entering a new phase.. Once the market realises this.. (company will have to educate the market better) the sp will rerate. They need to get their second lead going too.. Then it's game on..

I reckon it's worth about conservatively 2c based on the interim.. Confirmation of the interim results would value it higher! Then you have the platform - but I'm ascribing no value till they can get a second lead compound.. My 2c