PAA 4.26% 22.5¢ pharmaust limited

The Final Charge , Phase I/II MND Results & FDA ODD Approval Catalyst, page-1261

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    Can I start by saying my view on the loss of the 12th patient, a patient from cohort 1, and what it means going forward, is a little different from most views put forward so far.

    Firstly, I’m very sorry for the loss, and can only hope MPL goes on to make a difference to this terrible disease.

    However, we will soon get the results of 11 patients who started the OLE study. No matter how good the results are, the first thing everyone would have asked is “ what happened to patient 12 “, and the loss would have mitigated any positive data.

    IMO, best to “clear the decks”, at the first possible chance via ASX once info was gleaned, and that was a quarterly. A seperate release would have scared the market far more, and unwarranted IMO.

    The reality is the OLE study will have 11 data sets. Patient 12 will not be counted, they can’t be ! Assuming patient 12 was the number that was dragging down the averages , the OLE results, as a study in itself, will look even better than otherwise would have been the case.

    Difficult I know, but I’m actually pleased the board, including Duffy now, decided to get this info out as they have.

    So the two from Macquarie should surely have been processed, and OLE opening data should be released soon.

    Then have a catch-up with shareholders, results from OLE study and further explanation about MT ( which I struggle with far more than the handling of the loss of what would have been the 12th participant in the study ).
    Last edited by Quiltman: 01/05/24
 
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