Feb. 23 at 10:55 PM
$EDSA My take...
The pneumonia and sepsis subgroups could be the two most interesting because 60% of the patients had 1 or the other so we could actually see a meaningful sample. Example, as GPT says, if there's a increased mortality benefit in those patients, especially if it holds across all types, that would be interesting and help enrich a future P3. Another one to watch is L6 vs L7 36/64 split. Remember the original n=33 P2 substudy showed blockbuster mortality reduction on those L7s. If the mortality reduction on the 62 L7 patients from the P3 is substantially better than the P3 headline # i.e. major benefit vs L6 that could really lend credence to the rescue therapy take. In any event we'll have to wait and see, we could really get some interesting tidbits BUT we'll have to recognize that due to the very small sample size it's going to be tough to draw any real meaningful conclusions, as least as far as the market's concerned.