RE: RBC coverage........100% Nausea!!!!
Winer....."It gave no value to GLP."
They'll have to update their target soon then if they gave no value to GLP1-INT because the Trial is completing here right away and a partnership is imminent.
Winer......."Mentioned that NN's continuance with E1-INT is doubtful given that GLP seem better and that there are still doubts with nausea and vomiting side effects."
I'll have to take winer's word for it as I have not read the RBC Report yet........However........
Just goes to show you that a Clinical Trial designed to show 100% nausea to find the highest dosing ranges for the next Phasellb fooled the RBC analysts.
I guess they weren't there for the conference call and the Q&A when Dr. Cruz said that every patient was brought to a state of nausea in the attempt to find the highest dosing. He also said that it was essential that they do it in the Phasella to better understand the dosing range to better control the nausea, that is prevalent with ALL these types of drugs, in the next Phasellb Trial.
As far as Novo's continued participation with E1-INT .........thats the $48 million Question and everyone has an opinion and mine is that Novo opts in or let another Co. go with it!!
Did the Report mention anything about the surprise announcement that there will be a Phasell G1 Stand Alone Clinical for Type2 Diabetes in the Fall..........Winer???? Now thats interesting.
Side-note about the E1-INT Trial in that some of the Nausea Drop-outs were from the Placebo Group...........LOL What would you call THAT??? 110% Nausea?????.............LOL