looing forward1 May 2021 13:29
1) A bit disappointing if we need to wait another 4-6 months for the P3 data, but positive results from the hospital arm are now further derisked. Application after that will be for full approval, not just EUA.
2) Armed with this information, Activ2 may still have legs in getting us EUA.
a) of the breathless patients who benefitted from treatment, 20% of them were in the home group. Not to be ignored as a potential treatment group.
b) Activ 2 are looking for a treatment to keep people out of hospital. They have mabs, camostat and SNG.
c) mabs are not very practical for home use as they need i/v infusion, are expensive, limited in supply and as shown would need to be given to very large numbers to save one hospital admission. As far as I know they do not have selection guidance to improve on this. Moving ACTIV2 to new countries they may be less effective in the face of new variants.
d) Camostat unknown, may not work, may not be available yet.
e) SNG - armned now with the selection criteria of 'breathlessness' may be the only treatment they have which will be useful to keep people out of hospital. If they can limit treatments to this group, the cost benefits may be far greater in terms of number to treat to save a hospital admission.
So, having slept on this new information, the at home treatment EUA may still arrive. Also, in India and soon to be other countries where the hospital system is overwhelmed, home treatments for sick/breathless patients may be a game changer.
In summary, we may have good news to come long before 4-6 months for the P3 data readout.