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Message: Re: Contest Tally
1
Feb 21, 2019 08:27AM
1
Feb 21, 2019 09:08AM

Koo,

It is yet to be determined how far along the communication of BETonMACE data will be on Sept 16, 2019. Could be top-line only by then. Could be top-line and some full data. I think we would all agree that we expect to hear about top-line data before Sept 16, based upon company guidance and the current status of the trial. However, the goal posts do seem to keep moving.

There's a couple of possibilities for top-line content. 1) Top-line has no %RRR (most likely) and details including the %RRR are disclosed at full data presentation; 2) Top-line includes %RRR (very rare) and even more details on other outcomes and sub-studies and pre-specified analyses may be included at full data presentation.

There are limited major scientific conference windows for presenting full data. As you can see in this events list, there's May/June (EAS, Vascular Discovery, ADA, ERA-EDTA, AAIC), late August/Sept (ESC, EASD, CTAD) and November (AHA, ASN). With each passing day, it is becoming less and less likely that the May/June is in play for full data. I've already given up hope for those. I still think ESC 2019 is in play for full data presentation, which would be prior to Sept 16th. However, if full data is not presented until November, then obviously we would have less info available for the arbitrary Sept 16 cut off of this contest.

BearDownAZ

1
Feb 21, 2019 10:33AM
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Feb 21, 2019 10:42AM
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Feb 21, 2019 10:54AM
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Feb 21, 2019 10:58AM
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