While it might not be translating into massive gains in value yet BOT now have something tangible that no other Derma based biotech company has with regard to CBD based treatment..................and that gives them LEVERAGE (in the form of a very comprehensive/exhaustive data set).
I hope we will see a shift more and more towards including the 'defining of mechanism/s or modes of action' for CBD in terms of future data collection.
What info do we have:
- The drug triggers significant alterations in inflammatory and immune response pathways (via previously undescribedpathways).
- This is the first time in global research that 'mechanism of action data' has outlined how cannabidiol (CBD) exerts its multiple beneficial effects in skin disease.
- Anti-inflammatory and immune modulation activity potentially makes BTX 1308 a very important treatment option for patients, not only with psoriasis, but other skin diseases that have an inflammation and/or an immune response component, (which skin diseases don't exhibit either of these two 'response components'? Certainly worth thinking on, the list would be vastly smaller than those that do).
- It provides significantly increased confidence for success in the BTX 1204 Phase 2 atopic dermatitis study and for the BTX1503 acne study.
- The mechanism of action data from the BTX 1308 study will (in combination with the BTX 1503 clinical data), form the basis of a comprehensive clinical and scientific package.
- A comprehensive analysis of the expression of over 50,000 genes was undertaken (where might this lead one does wonder?).
- The data shows for the first time that BTX 1308 can work to influence industry accepted targets and potentially modify psoriasis disease severity and progression, (this is important imo, showing that our product can 'influence industry accepted targets', makes progress and outcomes a lot easier to 'digest' from a clinical perspective when they're based on established 'well worn criteria').
From my perspective what we have is a highly influential and potentially disruptive 'world first' data set of derma based CBD research..............consider the IP along with the potential for our other treatments that are now even more de-risked and how it relates to the comprehensive data they have obtained via this study...........I'm not just talking acne and dermatitis either..........infections/antibiotic resistance are next in the firing line.
But what else might this lead to........?
Front line research into CBD based treatment of inflammation and immune modulation is a big deal these days. BOT are painting a comprehensive dermatological picture as it relates to CBD and covering a very wide basis from an IP and scientific perspective. Knowledge is power.
They now have significant supporting data to back their phase 2 trials and the antimicrobial work along with a much deeper understanding of what's going on. i.e their knowledge is no longer as superficial it has progressed to molecule/genome level....... and with deeper understanding comes a greater focus and ability to successfully progress future projects imo.
Immune modulation, inflammation, and genetic expression are extremely interrelated and important pieces of the bigger picture in just about every aspect of disease development, progression and treatment. Further defining how each of these factors are influenced or modulated via CBD in biochemical terms is a great step forward imo. There will be a huge amount of interest in this data set both commercially and scientifically I believe.
"The Company also expects new data from its BTX 1801 development program
to be available for release in the near term, which is expected to add to the understanding of
the antimicrobial mechanism of action of CBD in skin disease, which
complements the findings of the anti-inflammatory and immune modulating properties of the drug identified in this BTX 1308 study".
A very important piece of a puzzle has been delivered today I feel.
BOT can now 'leverage' future analysis and clinical progression 'off the back' of this data set and begin to perhaps explore the potential for CBD based treatment with regard to the vast number of other clinically defined derma based pathologies (should they so choose of course). This data brings value in isolation or as a complement to other studies win win imo.
(20min delay)