In regard to RP11, the move to increase the 30mcg cohort to 120mcg, in MAD extension study, has the potential to be rather brilliant.
If I recall correctly, in the preliminary animal studies covering safety and tolerability, the maximum doses tested safely in animals equated to around 150mcg in a human. In short, the evidence of the earlier animal studies scientifically supports confidence that these upcoming 120mcg doses in MAD extension study has a margin within it and is quite likely to be safe at this higher level, clearly PYC need to go through the process to prove that.
Alongside proving up the safety profile for 120mcg doses comes an opportunity to improve efficacy. What if retinal cells that have remained dormant at lower doses, may now achieve a newly found capability to recover a degree of visual acuity. An outcome like that would surely be considered the difference between good efficacy data and excellent efficacy data, would it not? And, what about all those other retinal cells that may benefit with greater functionality, (compared to either 30mcg or 75mcy doses), would that be worthwhile?... you bloody betcha!
The above, (IMO), very much speaks to what RH was pointing at in regards to the commerciality of our pipeline assets. By investing a bit more time, money and resources into a study, (I am highlighting specifically RP11), we might increase the deal $dollar value of this asset exponentially.
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