Thanks for the notes Mozz.
One thing from the preso was Paul highlighting that we are also going to see WOMAC pain and function data in September as part of the 008 readout.
A lot of early investors in PAR (myself included) really appreciated similar look-through data in the lead up to our Phase 2b trial readout. It gave us a lot of confidence that we would pass Phase 2b trials comfortably - which we ultimately did. PAR don't need to disclose WOMAC pain and function data from 008. Does anyone think they would do this if results looked negative?
I also found Donna's detail on 008 readout to be very informative. What we will get in September will be far from the full story. There may be profound results that we won't see until we look at the MRIs or read out biomarker data at 6 months.
The September readout, for me, will mostly just be a teaser for us to get excited by, and speculate wildly upon. I think, as you have laid out before, we WILL see very positive early biomarker data in the Synovium. Nothing that can produce any guarantees, but enough to cause real excitement ahead of 6-month biomarker and MRI data. Enough to make the ears of Big Pharma prick up? Mainstream media? To ignite FOMO in the insto community? Who knows.
Coupled, however, with what I expect to be further encouraging WOMAC pain and function data - hopefully we can produce a little splash at the end of this quarter. A cashed-up Phase III asset sitting on a potential world first. Nice to be even a tiny part of it.
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Thanks for the notes Mozz.One thing from the preso was Paul...
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