Further thoughts from me (long version sometime later)
The focus for the company is Rett. That's where they have the best long term relationship with the NDA and where they think the path to market is clearest and closest. They are funded for the current trial but something will have to happen at that point.
FXS is "Rett plus 12 months."
There is reason to be optimistic about the TBI/concussion stuff. The army are encouraging, the RBANS data is real, RT commented that it "wasn't appropriate to headline" with the RBANS data, but that there was definitely something real there. They believe if another TBI trial came up recruitment would be much faster. Yes there may be another trial (there's still nothing else out there for TBI) though how it will be funded is open, but according to RT the US Army have said "come to us with another trial and talk to us"
If they wanted to knock TBI on the head once and for all, this was their chance.
AGM, page-2
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