Tom3 schreef op 23 november 2022 12:34:
Good old Holden heeft ook weer eens van zich laten horen op Yahoo en blijkt inmiddels aanmerkelijk positiever te zijn dan een paar jaren terug:
Slipping through the limited-capacity retail cracks is that the JNJ Fatty Liver study continues to ramble forward. The second trial of this indication was a small, obscure, safety study of 18 Japanese participants. The lead study of 112 participants was completed (primary) on Nov 2. The Japanese study is projected to be completed (primary) on Nov 28th. What does this tell the uneducated proletariat? The likelihood that this study moves forward into a phase 2 multiple dose escalation study is a virtual certainty and that a regulatory milestone will be triggered. Probably relatively small, maybe $20Mn - $40Mn but another quarter of cash with no shares issued.
What can one surmise, longer term, from these studies? That JNJ is continuing with them and that the platform continues to be validated as safe and doing what it is supposed to do. Get drug where it is meant to be. Sort of like Wayne Gretsky. Why so great? Because I skate to where the puck is going to be, not where it has been. Who cares about prior shut down trials? It's what is going on right now, looking forward, that counts. Lil' factoid...Our favorite competitor, Alnylam...Shut down 26...yes 26...clinical indications before one drug for which a commercial application was filed. That's over a 25-year period including with partners MRK, Roche, Sanofi, NVS, TAK...So stop your itching about the cost of the ticket and enjoy the show.