Agree it’s great to get a really deep dive into things. so hard to translate that via asx announcements, the RnD day was the next best thing but even that ran out of time a little. there’s a lot to digest but off the bat one of the interesting aspects about the 008 trial is that it’s multi pronged. Above the DMOAD, label and pricing aspects, the extras for me were
- bio markers and DMOAD are required for TGA provisional (ie. a step change over current treatments).
and
- a look through to the P3 results (002) as it will be placebo controlled and have many of the same endpoints. Will give partners huge confidence in the P3 results and commensurate uplift in value of deal. Very clever to configure this to have 008 readout while 002 still ongoing so I presume a deal is on the cards after 008 readout and before 002 readout?
really need to listen to the whole thing over again. some very deep content therein.
PAR Price at posting:
$2.56 Sentiment: None Disclosure: Held
