Ann: Presentation of BIT225-009 HIV-1 Phase 2 Data, page-589

First 589 Last

Share
Profile

Follow
Star888

1,481 Posts.

79

16/11/18

23:23

Post #: 36540049
Share

Originally posted by Davisite ↑

MSB is a classic case of the market not seeing what was shown and not understanding the results. Listening to the conference call even the large institutional investors misunderstood the results. It is quite complex to follow what happened in the trial, but the results actually came out much better than they expected. The trial should have failed because the patient population got changed due to problems with one brand of LVAD that filled the trial with patients that can't be tested for weaning because they are not old or sick enough.

They got lucky in that the treatment robustly stopped intestinal bleeding in all the patients. This is something they can go to the FDA and get approval for in the orphan population. If the trial objectives had succeed and not shown this anti-bleeding effect they would have not been able to get approval - the FDA told them that weening was not clinically relevant in this patient population.

The patients that were old and sick and where the treatment showed an effect on weening are the patient type that are in their phase 3 trial. The trial was actually a great success (if for unexpected reasons), but everyone thinks it is a failure.

BIT's trial failed the primary objective (reducing plasma HIV levels) and the market thinks it was a smashing success because they saw some effect of unknown clinical utility on some of the secondary objectives.

Expand

@Davisite are you working for MSB?
That’s why you are trying to scare/panic BIT holders/believers?

BIT Price at posting: 21.0¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Making money: How many microcaps should be in an investor's portfolio?

There are more pages in this discussion • 450 more messages in this thread...

First 589 Last

Add BIT (ASX) to my watchlist

(20min delay)
Last 2.1¢		Change 0.000(0.00%)		Mkt cap ! $18.94M

Open	High	Low	Value	Volume
2.1¢	2.1¢	2.1¢	$5	217

Buyers (Bids)

No.	Vol.	Price($)
12	719306	2.0¢

Sellers (Offers)

Price($)	Vol.	No.
2.1¢	205783	2

View Market Depth

No.	Vol.	Price($)
12	719306	0.020
6	1012631	0.019
11	2404942	0.018
5	708000	0.017
11	1456225	0.016

Price($)	Vol.	No.
0.021	206000	2
0.022	167887	3
0.023	506413	1
0.024	222185	3
0.025	600000	3

Last trade - 12.13pm 01/11/2024 (20 minute delay)

BIT (ASX) Chart

Ann: Presentation of BIT225-009 HIV-1 Phase 2 Data, page-589

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Presentation of BIT225-009 HIV-1 Phase 2 Data, page-589

Top Stories

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News