I don't have anything further to add to the speculations about deals and the like. I think all the comments made here so far are reasonable enough. I would point out that, apart from discussing the last Ph II trial in depth, it's actually very similar to the previous annual report.
Long term NEU readers may be aware of my tedious repetition when it comes to concerns about manufacturing, toxicity and timelines. It wasn't clear to me that the manufacturing question is fully solved, with the phrase "continuing to progress"implying that there's still work to do.
If we're going to read between the lines, then I'd point out that "cost of manufacture"was explicitly listed along with clinical cost when it comes to doing the Ph III trial. Trof may be aspirin for the brain, but aspirin is cheap and easy to make and it's not clear where things stand with trof.
Likewise while the toxicity stuff looks to be beetling along just fine, it would be good to know when it's all going to be finished particularly since it's a critical path item for FXS. Speaking of which, it was good to see the aspiration for Ph IIb trials listed (I know money and FDA are limiting factors, and they decided to focus on Rett and fair enough, but they're far behind where I thought they'd be by now)
It was good to explicitly see that there is some sort of preclinical work being done with FXTAS, hope the mice are enjoying being dosed with trof. I still look forward to the day when 2591 gets its day in the sun, though I felt that this year the annual was pushing it harder than previously. Also, it'll be interesting to see if they really have any further aspirations in the TBI/ concussion sphere. Maybe part of a deal is the money to push back into those areas.
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