Hi Tuck,
I think that blood pressure reduction would be class-effect (MofA), specifically for diabetic population (which usually do have elevated blood pressure). HeHF subjects may not have (or they were excluded during selection pts in 2809 trial), so effect was smaller???
As I mentioned early, here and on twitter, this was just first step and they need P2b! However, at this point we do not know PK/PD profile of the 2809 (nor does VKTX), because there was no 5 mg/day dose? Once 2809 is converted into active metabolite (in liver by liver enzyme) it may resign in liver for longer (longer t1/2),..so different story to design P2b! Point is that I do not know does VKTX have necessary PK/PD data to design proper dose/intervals. Also, now they are running 6 month tox study in primate, before extending treatment interval in humans.
Biopsy is not that "differentiated point" for 2809 and 3196, it is just formality to complete (initial +15% fat liver baseline content is good indicator), but MC difference is there to persist. I am counting and banking on 2511.
Regards the cash, 2511 partner may bring sufficient cash quantity to run 2809 P2b, so any further dilution by share-offering I would see as WEAKNESS!
Cheers |
