Corbus had fireworked early on what looks like pretty bullet proof data in dermatomyositis:
Corbus Pharmaceuticals Reports Positive Topline Results from Phase 2 Study in Rare Autoimmune Disease Dermatomyositis
Although the numbers aren't given for baseline characteristics and side effects, the PR claims they are balanced and copacetic, respectively (and no dropouts bolsters the latter case). I doubt bears will be able to construct a case until the ACR late breaker becomes available, and maybe not even then. The only caveat I can come up with is the n is a bit small, and stat sig was just barely hit*. I had somewhat bought the bear case on the shakiness of the data, enough to exit with profit and just watch, but now . . . there apparently isn't much competition in this indication.
*but note the dosing difference. Trial started QD, didn't see a big effect, then went BID and bingo, p=0.02, which is better than barely. Suggests they use that dose from the beginning, since no safety signal.
Cheers, Tuck |
