Recent content by Mr Mister

"The Phase 2a interim results also showed an unexpected apparent level of hearing benefit in the placebo group that did not occur in previous trials and exceeded well-established published standards, potentially suggesting bias due to trial design." I wrote here already a year ago that there...

It is interesting that they are stating right after their IPO that "FX-322 designed to enable hearing in higher frequencies". If they mean that it works for higher frequencies but not lower then it narrows down hugely the therapeutical range and market potential. I wonder if they disclosed that...

That is a good question. There is still a share price stabilisation mechanism (overallotment) ongoing following the IPO so current price probably does not yet fully reflect freely traded price. As the share price is at the lower end or below IPO price range it is likely that underwriters have...

I am surprised that so little has been commented here about the valuation. IPO valuation reflects what the founders, investors and advisors (Goldman, JP Morgan, etc) believe is the current status, upside and risks of development of FX-322 and also the rest of the pipeline. According to the...

I am not suggesting anything but just quoting a general definition of in vitro which is “happening outside the body in artificial conditions, often in a test tube”.

That is called “in vitro” not “in vivo”. In vitro is performed in a test tube or elsewhere outside a living organism. In vivo is taking place in a living organism for example living human. In the prospectus it states that they have tested human cells in vitro. From the IPO prospectus: “We...

It is proven to grow hair cells of living mice but not living humans. Pre-money valuation of USD 425 million is very attractive if you believe it will work. There is huge upside if they can prove efficacy. On the other hand it is a bit disappointing that they don't see more value in the business...

You are convinced that having Astellas as an investor guarantees success in curing hearing loss :) You should definitely buy Frequency Therapeutics stock. Just beware that the general statistical probability through clinical trials to approval is around 10%.

There was no change in audiogram so according to Occam’s razor the most obvious cause is something like bias. Bias is the intentional or unintentional adjustment in the design or conduct of a clinical trial that may affect the results. For example selection bias. The simplest solution is most...

After researching it for over 40 years you would think they have more than: “…may contribute to their speech comprehension and control”. It is very easy to test your theory with a home studio and a pair of Genelecs. Cut 250 – 8000 Hz just below your word comprehension threshold. Then boost...

Someone can check my math since I have not spent more than five minutes on this. 4 patients out of 15 treated with the drug got about 110% increase in word scores. Since the average increase for all 15 patients was 30% it means that the remaining 11 patients got no increase in word scores. The...

This is what it says in the IPO document: "The drug diffuses into the cochlea and is expected to create the greatest concentration of drug in the high frequency region of the cochlea." Frequency Therapeutics tested hearing up to 8000 Hz in the clinical trials. Some people on this site suggest...

You can think yourself how much would you be prepared to pay for Frequency Therapeutics share in two scenarios: 1) Drug is safe, 2) Drug is safe and effective at curing hearing loss. Scenario 1 is interesting and scenario 2 is one of the biggest breakthroughs ever in medicine. Like I said IPO...

The question is does Frequency Therapeutics truly believe in FX-322? The IPO value of the business would be at least 10 times higher after completion of successful phase 2 so from financial perspective it doesn’t make sense to IPO it on the verge of a presumed breakthrough. Current owners have...

What you are essentially saying is that safety is far from confirmed.