Dale, From the first US study (40% vs 17%) from the 2nd (44% vs 25%),
please confirm this in the zona news, but that is the way I remember.
If one see the first study is 135% improvement or 1.35 times, the second was not even a 1 time improvement.
Big placebo responses are a posibility of:
1. very mild organic ED
2. psychogenic patients
3. poor screening, poor design
None of this will pass the FDA.
There is not stratification by age, neither severity, or at least not published yet, not even by etiology, for example: viagra has some little data out by ED etiology and it was clear that the better shape vascular bed has better responses to the tune of 81% in psychogenic, and 90 plus% in spinal cord injury (in this groups Muse will give you a close to 100% response, or a 1000% improvement) Viagra placebo rates were in the low teens, so one have a 5 to 8 times improvement (500% to 800%) and this is not very reliable data just PR. But if some analyst is going to compare this two and forget Muse the non-oral, they will dump the 135% improvement.
The company could save some of the shareholders value getting out the data in a peer reviewed journal or in a black paper, the white one is more of the same from the CC. The company is sitting on almost $70 millions, they could buy technology from outside, they could pay themselves good salaries and commisions and consultancies. Buyback of shares will be good when the price is in the low single digits, better for the company not the actual shareholders. They even hinted once about a combination vasomax-PDEinhibitor, maybe ready in three years if they are serious about it, in this sense they could save the money of the buyback and put it in more research.
Von Emster is....almost surely buying at this moment, great bargain.
Joe Podolsky help the faithful, bring the data factful out. |
