VTI 12.5% 13.5¢ visioneering technologies inc.

Hopefully I am interpreting this correctly, but my understanding...

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    Hopefully I am interpreting this correctly, but my understanding is that if these efficacy numbers hold as more people are enrolled in the trial we could be looking at something very special here.


    The incumbent in the space is CooperVision's MiSight.  They are conducting the most comprehensive trial of the use of soft contact lenses for the treatment of pediatric myopia and after four years they are reporting 52-59% improvement in progression rates depending on how you like to measure it.  There is plenty on the web for those interested but this is a good starting point:


    https://www.eurekalert.org/pub_releases/2018-09/mc-fsp091618.php


    Now hopefully the metric used by VTI is comparable, because if so the results to date (96% slowing of progression) are nothing short of revolutionary.  These results are why I am invested in VTI.  I normally prefer to invest closer to the breakeven point, but given the data to date there is a chance we could see an acceleration in growth rates once we get past the seasonal slow December quarter.


    Not to mention in the original retrospective analysis that formed the basis for the current prospective VTI trial 81% of patients reported a complete halt to myopic progression.  


    https://journals.lww.com/claojournal/Fulltext/2018/09000/Case_Series_Analysis_of_Myopic_Progression_Control.14.aspx


    If anyone can spot a gaping hole in my logic in regards comparing the efficacy of VTI vs MiSight I'd be appreciative because everything that I am looking at the moment looks very encouraging and i'm trying to not get too carried away!

 
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