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If you do the math, $1B in R&D over 5 years is not much. It's around 4% of Vantive sales annually, which is basically what legacy Baxter had invested in R&D for the last however many years and is on the lower end when compared to other MedTech companies - so this announcement really doesn't say anything

anonymous said:

Insider Here, Unfortunately because of forced titration from 5mg, then 10 mg, then 15mg, there were more CV events early in Active Arm of the trial. We did not have the the in-between doses which would have helped. The data will be released toward the end of June.

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Is this Dunning or Kruger? Care to explain how you know the CV events in any arm of a study blinded to the patient and investigator and sponsor? I’d like to know your secret so I can quit my day job and start trading puts and calls.

opinions?

anonymous said:

The boredom and dumbing down in this job are emotional draining. No surprise turnover is high.

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Fact is, with the exception of CA and FL, 3 reps per State would be plenty. At least we'd keep busy.

anonymous said:

nothing matters if you read it on here pure and simple. while I believe Cafe Pharma is a place where there are grains of truth when it comes to company downsizing or people ranting. it cannot be trusted when it comes to unknown study results. you cannot police on here when its the competition conducting PSYOPS. So at the end of the day, the Surpass-CVOT results will be released soon and we will know the truth and compare it to what was "leaked" here (if anything were really leaks to begin with). So to the 120k people who are following this thread, as far as I am concerned all of what we read here is meaningless.

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Exactly, Cafepharma is the place I go to remind myself of why I left Lilly, how awful the culture is there. But not for commentary on a double blind clinical study, especially when posters pretending to be experts don't even have the basic facts straight. Such as...

SURPASS CVOT is not being presented at ADA in June, all you have to do is look at Lilly's press releases to see that. Will be sometime in 2025, but not ADA unless it is a late breaker. It's more likely some other meeting later this year.

What is being presented at ADA is an "emulated" SURPASS CVOT. This is the study run out of BWH. From the literature, "this new user active comparator cohort study aims to emulate the SURPASS CVOT trial using insurance claims data." It's an RWE study, and rarely do these move markets. And even this study is blinded to the investigators, they don't get to sit and watch the events accrue in each arm.

Who knows, maybe the data will be great, maybe not. But be suspicious of anyone who claims to have special insider knowledge.