High “patient decision” attrition routed into MI/MMRM, plus a fragile placebo arm, may have inflated Rezpeg’s Week 36 mean effect despite a SALT≤20 benchmark miss.
Thank you for this fantastic analysis. The breakdown of how 'patient decision' dropouts flowed into the MMRM model, rather than being counted as failures, was a crucial catch. Your explanation of functional unblinding due to ISRs really connects the dots on why the data looks so fragile.
What do you think about Rezpeg for AD? And what do you expect for the 52-week maintenance data?
The doubling down is concerning as you suggest and would results in substantial risk at ph3 if it proceeds. It is worth highlighting the company has a track record of failed ph3 trials with assets that are supposed to be derisked by earlier studies - if current behavior reflects past you can begin to understand why this may have occured.
so what gives with management pursuing AA for phase 3...is this a simple case of management mismanaging the product pipeline...when they should be just focusing resources on AD...and with the stock price here at $42...is this mismanagement fully valued?
Thank you for this fantastic analysis. The breakdown of how 'patient decision' dropouts flowed into the MMRM model, rather than being counted as failures, was a crucial catch. Your explanation of functional unblinding due to ISRs really connects the dots on why the data looks so fragile.
What do you think about Rezpeg for AD? And what do you expect for the 52-week maintenance data?
The doubling down is concerning as you suggest and would results in substantial risk at ph3 if it proceeds. It is worth highlighting the company has a track record of failed ph3 trials with assets that are supposed to be derisked by earlier studies - if current behavior reflects past you can begin to understand why this may have occured.
Thanks for sharing! Quite informative!
so what gives with management pursuing AA for phase 3...is this a simple case of management mismanaging the product pipeline...when they should be just focusing resources on AD...and with the stock price here at $42...is this mismanagement fully valued?