General discussion, page-11311

Interesting but anecdotal at this stage. What’s important currently is the improvement versus placebo. 10% would be highly statistically relevant and certainly cause to expand the trial. Remember there is currently no pharmacotherapy solution to OSA, there’s only mechanical ventilation like CPAP.

A registered drug in this space is worth billions IMO and if you’re first to market and achieve a PBS registration (or similar in the UK or US) then it’s a takeover target because the margins are so significant with a public subsidy. Epidiolex has a public subsidy so a US$30k per annum course of the drug costs the patient circa US$400 per annum. Nice margin. And… acquired for US $7.4 billion.