The sensitivity analysis is very important as it was pre-specified. HR 0.79 with a p of 0.06 is a strong signal on 3 point MACE. An over 20% reduction is not far off from what AMRN achieved in 3 point MACE (yes I know the p value is just off significance).

The Forest Plot was very good as Don alluded to. No surprises there. A low placebo incidence and lack of effect on stroke sunk the trial result. 

The heart failure data and the MACE data for CKD is impressive. Presenters will always downplay the results if the primary endpoint is missed but these were pre-specified.

Overall, I think the drug will make it to market at some point. 

I expect Don to comment further on the CKD data Monday am as it is important and fits mechnistically with the alkaline phosphatase data.

Hopefully, the cognitive data will be good but I’m not expecting a home run there.

Overall, I think RVX needs a partner to go forward and hope Don has one lined up.

I’m not sure what the stock does Monday. I don’t think I was surprised by any of the results except for the CKD data looking good. The market was already fully aware we had a negative trial.

bfw