JULY IS HERE !!!, page-28

Hi Scotty, Rebekah and Stockman

I have little time to spend on HC these days but in a quick ‘fly-by’ I noticed this discussion. In my opinion there have been some excellent points raised by you all ... although I seriously hope we don’t see a consolidation Scotty ... it rarely works out well in my experience.

Everyone holding ATH will be holding their breath for the upcoming 202 results. The ATH team will have a good idea how this trial is tracking, for obvious reasons. We ‘outsiders’ will learn a lot more after the announcement. Personally, I hope and expect to see some level of efficacy. In my view it doesn’t have to be ‘off the scale’ to be a good result, because ATH has the running in this area. In fact, I believe we are way ahead of our ‘rivals’.

Just on efficacy, I won’t be at all surprised if results differ a bit between 202 and 201. These are different groups at different stages of the disease. This is important to remember.

As I have noted elsewhere, the BioMuse study is a very clever strategy which has allowed ATH to run a ‘sandbox’ trial which now informs many aspects of the ongoing Phase 2 trials.

I agree with Stockman, that with positive data, a licensing deal could arrive prior to any Phase 3 trial. I also agree, that with a deal, we will see a considerable jump in the SP.

How much? No idea. I never try to predict this ... never have, never will (sorry Rebekah).

PS – pivalde

I love that you spend so much time tracking external trials and making links to what ATH are doing. This is very valuable to HC readers and it is much appreciated by myself ... I just don’t have that amount of time.

Anyway, back to it ...

All opinion only, of course.