Thanks cdibb,
that is certainly a well argued position, but I disagree with a couple of conclusions.
I'm not sure a possible partner in Europe or Japan would hold of partnering on trofinetide because they believe it will be quickly superseded by NNZ 2591. Trofinitide is ready to go to regulatory authorities for market approval, backed by the full data set developed by Arcadia. If a European drug company wanted to sell NNZ 2591 for Rett, they would have to trial it all the way from Ph1 or 2 - as it definitely won't go through trials for Rett in the US. So two very different propositions.
I absolutely agree the time line for ROW approval has lagged terribly, but I feel if negotiations were seriously in trouble, Jon's rhetoric would have become more nuanced - instead, he remains resolutely upbeat. So I remain hopeful on that front.
My third point of disagreement is with the potential failure of NNZ 2591. I'm very confident it will work, but if it doesn't, I can't see the share price going up.
all the best
LO
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