DXB 1.28% 38.5¢ dimerix limited

Ann: Quarterly Appendix 4C and Activities Report, page-45

  1. 507 Posts.
    lightbulb Created with Sketch. 236
    "He’s implying that the because phase II trial had relatively few participants, it’s only really a Phase I."
    wow, that's a truly idiotic misinterpretation of what I said.

    // if they pass futility in a few weeks and the trial runs to the end as is designed and the endpoints are successful, agree it can satisfy NDA.
    // If by accelerated approval you mean getting an approval before the end of the full trial based on just proteinuria result, then I reckon chances of that are slim to zero. it's very likely this trial will need to continue for the full 2 year follow up in all roughly 300 patients to get acceptable eGFR results, that's a few years away. if company had provided a recruitment update/forecast in the 4c as they really should have done imo, investors and analysts would have better idea of progress and likely trial completion time.
    // and if they don't pass futility in a few weeks and trial folds, hard to see what the future is for this biotech as there is nothing else in their pipeline as far as I can see and this particular dmx2000 asset has no plausible alternative disease to pursue that I can see.

    you can call this "trolling" , I really don't give a flying f##k, but this is how I see the situation , and so do others I've consulted on this.
 
watchlist Created with Sketch. Add DXB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.