Take a look at just a couple of examples
1:
Ernie and Bert!
Titanic behind the scenes...
I keep talking about stronger concrete foundations and yes how we all get frustrated that this takes longer to materialise into a decent share price. Its no secret that bio plays are indeed very long...and very volatile...specially when we they are pre-revenue.
Tonight lets step behind the curtain... I put forward a hypothesis as just one example of how this company we have invested in is thinking about the longer term. Yes it frustrates the shorter term trader, its disappointing that we at times seem like we aren't moving too far forward quickly enough. But this is the nature of Bio Pharmas, and when you add what a vast runway we are building, well, yes its going to take some time before we hit greatness...well at least in terms of share price.
However, in terms of drug efficiacy..in terms of drug safety...we already have achieved those milestones ...it's now the share price's turn to play catch up. In order for that to happen, we will need some more commercial sorts of milestones to be hit...it will come...one day.
'Just ahead' might be relative...lets see!Tonight I again put forward that the PAR company is thinking of the very bright future (spec opinion) and the example I will soon give you, just blew me away.
But lets take some other examples before we investigate the main story behind the scenes.
The poster
@Torpy posted a post back in June 2022 where he clearly articulated the bump up in results from batch to subsequent batch in our SAS program, the results were literally getting better a time progressed. This is not usual. This is not normal. PAR clearly have been learning from the experience and have been countering the placebo effect and/or improving the resultant data set. We have had our CMO, Dr D Skerett confirming that PAR did learn a lot in our P2B (005) program and are implementing these learning's.
What were those batch to batch increments?
n=34 - 44.9%n=76 - 47.3%n=89 - 49.6%Remember Torpy's point of the data getting better, the data being bumped up with every batch, we will utilise this point later in this post.
Opioids are kinda like the last frontier before surgery, you need to be in a fair bit of pain for the doc's to start prescribing this stuff as they know the odds of a given patient getting addicted. They have learnt from the past but when you don't have much alternative except finally surgery, what can they do? There is an acute global need for a solution like what we are presenting.
So what pain relief do opioids generally result in?
About 30% is the average.
So if we can elicit a 30% pain reduction WITHOUT the nastiness of opioids, we start to become a commercial proposition.
Take a look at the following quote, its courtesy of Harvard Medical School
5:
Treatment with less potent oral opioids (such as tramadol) also reduced pain by around 18 points, and potent oral opioids (such as oxycodone) reduced pain by around 19 points on the WOMAC scale. Since, on average, patients started out with pain ratings of around 50-60 out of 100, each of these medications achieved around a 30% reduction in patients' pain.
In short, each of these medications helped reduce pain, and their effects were about identical. The finding of a roughly 30% reduction in pain is very consistent with studies of many treatments for chronic pain.
..
But we all know the downside of opioids
7...
Back on the 30th of July, 2020, we got the amazing results of the Expanded Access Program (EAP), a small group of just 10 Ex Pro American footballers. Each of them trialled out iPPS in a program similar to our SAS program here in Aus. What were the results?
6
All ten patients recorded benefit in the NRS (Numerical rating scale) Pain observations.
Super results in the sub divisions within WOMAC...
New to us? Have you seen the video of the NRL players that trialled iPPS? Its definitely worth a view if you haven't seen it.
Lets now recount the programs as a summary...
SAS 49.6% Mean Pain reduction
3005 51.3% Mean Pain reduction
4So we now have a very viable program...a production that is Broadway ready one could say!
Lets see where I'm finally going with all of this...
We now are aware of just how good the EAP results are. You know this....I know this...but importantly, PAR know this.
They know it so well they are doing something about it...I call it the 'sprinkle'.
The key line above, I put a BIG red arrow to draw attention to this...at the time, I thought it was a nice to have, a somewhat benevolent move perhaps....Anyway, remember the above fact...
.65% mean pain reduction.
So while the data from the EAP program was mind blowing, this next step is the stuff that really illuminates to me how this PAR company thinks...
A week ago they had a presentation at a symposium....another one? Nah not just another one....it was the NRL alumni in Kansas City chapter,
@oxxa23 also posted this over on the Media Thread:
So what?
Yes its good that they are spreading the word and that they are starting to present to wider audiences.....
But Nah..that's not the point...well that's not MY point. My point is that it has to do with screening....why is that so important and even relevant?
Lets just take a closer look at that image from above....The
screening terminology used:
Ok there is the clue, lets look at another reference......this one from our last quarterly.....
So remember the SAS results getting bumped up right....also remember the incredible results of the EAP program?
Lets recap those program average pain reduction results...
SAS 49.6% Mean Pain reduction
3005 51.3% Mean Pain reduction
4EAP = ???
What was the EAP Mean pain reduction?
The EAP program resulted in.....65% Mean pain reduction!!
Well in only my personal opinion....you start recruiting just some of these guys that have endured years of joint crushing hits...injuries...inflammation that's been chronic not for days but for months and years...and whose average is clearly higher than the general population....you sprinkle enough of them into our current future clinical trials and guess what? What will start to happen to our data overall?
You may just bump up the mean level of efficacy with every single new Ex Pro Athlete seconded into our 002 Part 2....we could very well see a step up, a bump up in our trial data not unlike what we witnessed as each SAS batch came in...clinical results stepping up over time.
Now that to me....is compelling...
Mozz
Oh and DYOR
1] https://www.boredpanda.com/behind-the-scenes-from-famous-movies/?utm_source=google&utm_medium=organic&utm_campaign=organic2]
https://hotcopper.com.au/threads/back-to-the-future.6811324/page-5?post_id=622193133]
https://app.sharelinktechnologies.com/announcement/asx/731ff3de360dcbd146f5ad46d10647504]
https://app.sharelinktechnologies.com/announcement/asx/ad282994a07122c551c2ff02791a23445]
https://www.health.harvard.edu/blog/is-there-a-best-pain-reliever-for-osteoarthritis-2016040493986]
https://app.sharelinktechnologies.com/announcement/asx/53eb6ac3e5970e6fdf32dccc78411a3d7]
https://app.sharelinktechnologies.com/announcement/asx/53eb6ac3e5970e6fdf32dccc78411a3d
ovie making is fascinating, but a heck of a lot goes behind the scenes that the viewer is completely oblivious to.
(20min delay)
