RE: Phase 2 and 3 combined25 Feb 2022 11:00
Thanks Rich.
I ran ITT. That may explain it. In any case SNG is in the ball park.
This is not great science but there has been a lot of bad science get through approvals under EUA and the evidence on the ground is that these therapies are working. Here’s a brief summary.
Steroids- overall no benefit. Probably harmful if taken too early, benefit if on O2. It took several studies and a meta-analysis to show this.
Il6-antagonists- again several studies and conflicting results but approved for specific sub groups.
Mabs also failed late disease studies benefit in early. Approved now on basis of mainly lab evidence!
SNG is the only therapy that appears to work in early and late stage. It’s not great science statistically but I think SNG should bundle the results all together and make EUA. Collectively the evidence points to it working with a fairly powerful effect size. We are in a pandemic and the science isn’t perfect but judgements on the basis of available evidence have been made, and continue to need to be made. I think Synairgen are trying to get data from ACTIV2 and hopefully will bundle this and make EUA. In the meantime polygon (Big pockets) are averaging down). I think takeover…. Sadly I can’t afford to risk more on this but will stay the course. I can’t afford to crystallise loss either! Like many on this board stuck in the middle and hoping??