PER 1.22% 8.1¢ percheron therapeutics limited

I think we have to be a bit careful with timeframes. The Phase...

  1. 4,316 Posts.
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    I think we have to be a bit careful with timeframes.

    The Phase 2b trial is blinded. So we wont see results until 6 months after the last boy receives his first dose.

    So we still have a way to go. The market cap is crazy for where we are. So that willing to hold on could well be well rewarded if all goes well. And going well just neans replicate the last trial.

    The Tox results should be ready when the veil is lifted off the blinded results. So that is when things start to get real exciting.

    Risk now, that a funding stream is in place, is that the drug doesn't work. We have some good data from the last trial suggesting that it works a treat. This blinded , placebo controlled trial gives a huge amount more confidence in the drug working/not working. And this may lead to accelerated approval.

    If approved, the drug would be available to non -ambulant boys, and eventually rolled to ambulant, (hopefully). And this would mean weekly dosing for lifetime.

    And thats just DMD. Other inflammatory disease wides the market.

    So we still have a wait. But the wait could well be worth it.
 
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