The time line was always out in late 2014 early 2015 for NDA filing as the FDA was requiring 2 large P3 ENDO trials each lasting with BMD testing and follow up 12 months.
So if it was going to take a year to enroll the First P3 and a year of follow up, that equates to 2 years of trial time another 6 months of analysis.
There has been no date given as to the start of the second P3 trial for Endo.
Thats why no market stock price reaction today.
That would be fun...however, they won't have it in a "read out" form I don't believe. They will just have a sense of it because they're not taking patients off Schizo meds. Am I right? I think with the later trial they are actually going to reduce patients other meds, keep them on VMAT, and measure what happens.
people were saying PCYC wuz dead money cuz they didn't have a catalyst till late this year but 2015? gimme a break this thing iz dormant! why would u even bother investing in a company with no catalyst for another 3 years!?!
Yes the market does seem to care today. I'am just kinda peed-off that at this late date Abbott is going for an SPA for Endo.
There is a news cycle in front of this stock in FY12
VMAT program and E for UF will be centerstage.
We get a serious trading update next week.
E for UF P2 trial is recruiting with no delay. this is a bigger WW market than Endo.
UCN2 results also in Q1/12
Going after an SPA ....
ya what the F as this was NBIX's original plan before partnering E. Abbot nixed this idea .... now we are back to filing an SPA and most likely a 1 year delay in approval.