Re: I asked IR...
posted on
Oct 24, 2019 05:30PM
Golf,
My thinking is along the same lines. RVX has put the focus on the AHA since the top-line announcement. I infer that they consider the CVD data to be the strongest card to play (regardless of whether it is really strong or just so-so). They will use the secondary outcomes, if good, to back up the CVD push. The biomarker data could be pretty compelling as well. High ALP level, for example, is an increased risk factor not just for CVD but also for an array of other inflammatory and fibrotic disease states. Demonstration that apabetalone treatment results in an ongoing ALP reduction would be a substantial indication of reduced risk across a range of debilitating conditions. Even modest improvements in kidney function and cognitive ability would constitute examples of just two of the additional benefits that might be derived from apabetalone.
The "Data, data, data" comment suggested to me that RVX has a raft of strongly complementary data that are compelling when viewed as an interwoven entirety, even if less so viewed as individual threads. What we don't know, but the company now has a better idea of, is whether or not the whole package looks strong enough to get an approval for apabetalone without further clinical trials. I feel pretty negative about that prospect but am a bit staggered (and encouraged) by the contradictory hodge-podge of trial results that Biogen seems to be putting together to support it's bid for approval of Aducanumab. Anything is possible.
And so we wait for Nov. 16...
Jupe