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Msg  14609 of 14657  at  9/11/2023 9:24:07 PM  by

Joseph_K


Today's fireside investor chat at Morgan Stanley

Certainly sounded positive to me. Emphasis on disease modification from gene therapy taking time but steadily improving the Duchenne patients who've had it. I think he said the first four boys who were treated are now four years (five years? six?) along and score better than their baseline from that long ago, which I understand to be a progression previously unheard of with Duchenne MD. And confidence that the Embark trial will have approval-worthy results with constraints this time that will make sure the placebo patients don't have substantially better baselines than the drugged patients, the situation that confounded the last trial's results. IIRC, Embark TLR expected late October/early November.

Of course, just like I've become accustomed to with Anavex, a good presentation was followed by a drop in the share price. I'm coming to regard it as a tradition.


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Msg # Subject Author Recs Date Posted
14610 Re: Today's fireside investor chat at Morgan Stanley pineappleguava 0 9/15/2023 3:18:00 PM




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