Hi Bella & All,I wish I could just post it all from ADA so that...

Hi Bella & All,

I wish I could just post it all from ADA so that you can scrutinise it for yourselves. It’s really frustrating!

I have just looked at the whole thing again & there is nothing I can see that’s a problem. It’s very well referenced & independent of Janssen. The modelling used is conservative (very I think) & does not include patients in stage 4-5 renal disease from KDIGO guidelines, or less than 30mmol/L eGFR where benefit has been shown on SGLT2i. It’s also based on 8.6 million patients progressing to DKD out of ~31 million & the biggest cost savings are preventing progression in DKD & medication/medical costs, break even year 2-3, then ESRD, the biggest costs to the US GOVT, but private & govt costs were factored in as well. This is based on a Test costing of USD150, and also USD 100-200, which I guess over 10 years makes sense, due to inflation & commonality if it becomes SOC in bigger labs.

The whole thing makes sense & aligns with what has been coming out of ADA in research. I can’t see a problem with the poster or that it’s an issue with the ASX either as you said Bella. A game changer for the USA Govt, maybe?

You can either choose to believe my comments here or not, that doesn’t bother me, but I also find it very odd we would need to extend a VS suspension over a mere poster presentation once the conference is now completed & the poster available since 25/6/21 USA date as @clio said.

A fine tooth comb over the poster this morning, I still cannot see any issue. PIQ have always been conservative & no change. It is very unusual for us to be in this situation, but as mentioned yesterday quite a bit due out in the immediate future. That poster may just be a factor.

GLTAH & it’s IMO. Take it or leave it, just wish you guys could read it also right now.