>>For now, lets assume that Oral RSD1235 is safe which is a big assumption.<<
On the Dundee CC, the guest clinician pointed out that given the more rapid onset of peak plasma concentration with IV administration of the drug, the safety profile of IV vernakalant bodes well for safety in oral vernakalant. Also, said clinician seemed to think there would be a definite place in his practice for it, as electrical conversion is more expensive, and logistically considerably less convenient. He opined that efficacy was unequivocally demonstrated. He notes that many cardiologists aren't up on it, but the electrophysiologists were more enthusiastic and informed. As such, he expects commercial uptake of the drug to be a less than sudden process. Finally, he said he believed the current AC lacks A-Fib experts, and would hope that a couple will be added for the December meeting.
Those are my notes, from memory. If the clinician has any conflicts of interest I did not hear them disclosed. He had a couple of things to say about rhythm and rate control, but I can't recall them. Did anyone else listen?
Anyhow, I restarted my position today. But I think I will likely sell after the AC meeting and oral P2B data. Your points on the P3 programs and commercial risks are well taken.
Cheers, Tuck |
