Optics and Reset
posted on
Oct 01, 2019 06:51PM
It goes without saying (but I'll say it anyway) that the optics of a failed trial aren't good even if there are some silver linings in there. If those same silver linings had the status of a 'primary endpoint' then it likely would have been a totally different story, optically speaking. But, they aren't. The question then is, are the silver linings (i.e., crestor/apabetalone and others) persuasive enough to boost the SP and generate funding to further drug development? The answer is absolutely. Then, if you add in good results on CKD and Cognition then clearly it's a whole new ball game for RVX. Now, because of the optics of a failed trial these things may not be enough to boost the SP to the lofty levels some of us had hoped for, but over time they very well could.
Of course I'm not saying anything profound here. I'm just trying to use some common sense and extrapolate that to what might happen down the road. If I'm right, then the full data may just end up being even more relevant and powerful in terms than the optics of a failed trial. So, while I'm disappointed in what has transpired I'm also excited about what may transpire.
Let's hope we will soon be able to press the reset button on this trial and get it back on track. We're not dead yet!