If they had nothing, why would Novartis have taken the deal they took?
Is it a bit of a stretch for you to suggest Novartis knew what Arrowhead would accomplish a few years later?
If they had nothing, why go through the effort of changing the company Name?
Why? Just to appear more like a pharma company.
If they had nothing, why expand your facilities when in the face of a potential cash crunch?
Because, there is no tomorrow.
If they had nothing, why fly around the world to speak at conferences that the big boys play at?
If they had a lot, buyers around the world would be flooding to Arrowhead's door steps.
If they had nothing with 520 and the 80 million potential customers in those quadrants, why would you initiate testing for 521 with other disease states available?
Just in case, 521 may do a little better.
If they had nothing why the tight lips when all of the thought leaders presenting arwr data seem quite Excited?Are they just tight-lipped, or, they really have nothing greater than what they have already told us?
While most of the replies below painted rosy pictures based on some wishful thinking, none of them presented any analysis in response to your message title.
The condition is FC. Will and when will Arrowhead get this convincingly? This is what is really important. Any talk of price projection is just dreaming.
At 10:12, Dr. Gaglio stated that "of course, 520 is in Phase 3 now"
I am almost certain that ARWR will have to resort to another round of dilutive share offering, just as CA and Company did a few times in the past.
None of your two reasons makes sense. If it is your (1) that efficacy had already reached a plateau with 4mg/kg then an increase to 5 or 6 mg/kg is not going to make a difference. If it is your (2), then I have to conclude that the trial is disorganized and mismanaged.
Your timeline shows that you are a very impatient person. I can only wish that these processes can progress so fast.
Your "original reaction" was the simplest explanation, and, most likely, the real one. We all can try to spin. The truth is, we won't know before we hear from the company.