Re: May 2023 effectiveness & value gene therapy hemophilia Summary from California…
"the fact that the drug reaches peak efficacy much faster - 8-10 weeks, vs 6 months or more"... "the fact" huh ?
"will make it an obvious choice"... if the patients ignore the fact that ABR was much worse than BMRN after 16 months
"If they figured it out (for P3) and now have increased efficacy (which we have a sign of with the trial pause due to TOO MUCH factor)"... 40% of P1/2 patients had F8 over 150% and AFAIK they never disclosed the % in P3 patients that gave any "sign" of increased efficacy
"All it takes is one look at the clinical data coming out of these programs"... the only look we got for Hemo A was very inconsistent and less than stellar P1/2 data... P3 is unblinded and more than 50% of the patients are over 20 months post-dosing but still no P3 data... and re Fabry, in last week's post the cited KOLs expressed reservations that SGMO's P1/2 Fabry patients "were generally too mild to ascertain a clear efficacy signal"
obviously you are/were well aware of all of the above... but none it matters when your goal to to be "cleverly misleading"