Edisonreport..., page-2

Hi Ahjay, thank you for pointing this out and absolutely get your point however my understanding is that generally we only get fed a raw success / fail result in particular for the P2 trials whereas the developers are very much interested in a bunch of underlying outcomes to determine whether to proceed or cut n run. Personally think this is most unfortunate as the raw data may negatively impact investors where perhaps it should not. Obviously even with careful and objective selection a small cohort can have a positive or negative raw number depending on the computations of variables. From my perspective similar to early stage execution of a strategic plan - in a worst case scenario it can prove a negative impact but not a positive. Generally you have to mine for and control the negatives so you can at least balance them against the positives. The real trick is recognizing the critical need to cut and run. Again for mine that is what we are paying management and its team to do and that is why I am so glad they are not a one trick pony. Just my 3.6 cents worth.