Well in a way the Rett result influences the odds a bit but in a subtle way, and you have to be careful of reading too much into things
The logical flow- as presented by the company- is "we think this might be good for TBI. Because of the way we think it works in the brain, it may be good for Rett too. And if we're really on to something it might be good for FXS"
So the flow is TBI->Rett->FXS.
(Concussion is a separate arrow off TBI)
Because of the way trial timings have worked out, the middle piece of that line has been revealed to us first. And don't forget we have positive mouse models for all three. So my line of inference is this:
Given the Rett trial has a positive result, that may mean the NEU hypothesis is right and improves the odds for TBI.
If the Rett trial had a negative result, that would be a bad sign for FXS, but the fact that Rett is positive puts FXS in with a chance.
For example a typical Ph II trial as a 33% chance of success, and my personal odds raise the FXS trial to 50% on the back of previous evidence. I have no way of justifying that, it's just a handwaving argument, but it's good enough for me.
NEU Price at posting:
9.0¢ Sentiment: None Disclosure: Held
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