RE: here we go7 Sep 2022 14:04
Lambo222,
Again , I believe your reasoning is slightly flawed ..
Whilst this is a binary situation, one should like any punt , be aware of the risk/reward ratio
Upside , 100 % ….. I would agree with that ( at least )
You say , 90% potential drop … ( worst case a hell of a lot less , imo
My two cents for what it’s worth
If IMM had’nt changed the formulation of Lupuzor , we would have started the P3 trial , over a year ago . ..
For many reasons ( including patents, dosing etc ) Avion and IMM decided to change the formulation, manufacturing etc …but in doing that they have altered the product and therefore need the FDA to ´ sign off ´ on that .
That is why i think that in the worst case scenario , the FDA might request a P2 trial first ..
Just the ramblings of ´ a village idiot ´ so one has to take with a pinch of salt ..
No matter if the FDA does’nt give the GO Ahead on the P3!, Lupuzor will be at last moving forward (with a better chance of getting to the market , it will just take a bit longer )
But please DYOR