RE: Arcadia Clinical Results27 Apr 2022 09:57
I have no medical background, so not an informed opinion... but at a glance at the results,
to me this looks like a pretty convincing outcome as a COVID treatment - but not an appropriate one for diabetic patients as originally proposed. As I think like a few have mentioned, it's just not clear enough what that means for us- does the original agreement with SGSC mean we get a cut if it ends up being commercialised as a general SARS, covid etc treatment but not for diabetic patients... since it was demonstrated in SGSC's trial? Or is our only exposure in this scenario through Igraine?
We could do with some clarification what those terms are. The latter would mean a substantially lower upside, though could still reasonably mean some profit...