If 10db is the bare minimum for clinical relevance, then it doesn't shock me at all that this is where the bar is set. If you think about it from a business perspective, why set the bar higher than you have to? This only increases your risk.
I think this is right. Presumably they have been talking to the FDA, and this is something FDA has signed off on. I also hope that they consider this a low bar.
To me, the new million dollar question has become: what happens when you utilize multiple applications of this drug? This unfortunately wasn't even remotely addressed here in this video, but this is a natural question to arrive at when you think about this critically. It pains me that they are pursuing a 1 application procedure. Given what we know about supporting cells, if they can regenerate a 10db improvement in the first place with the supporting cells present, and given the fact that the original supporting cells stay present after they've been duplicated and differentiated, then why not pursue a 2 application or 3 application method? Logically, this can happen based on the whole premise on their drug model and how it works.
They have been sticking to the one application story. At the moment, that also helps contrast their approach with Audion's. One issue that is not surprising, but is disappointing is that it appears the procedure is more effective at low frequencies than high. Not surprising because there is typically more damage at high frequencies. So for someone with mild hearing loss at low frequencies but moderate or worse at highs, you might fully restore low frequency hearing with a marginal effect on high. What happens on a repeated application? Does the body understand the low frequencies have been restored, or does the process continue to generate supernumerary hair cells associated with low frequencies? This may sound good to people here, but I'm pretty sure it isn't though I can't find the paper I have in mind.
Excuse my ignorance but is tinnitus treatment mentioned officialy by Frequency to be one of the objectives of FX or is it only hearing loss ? And tinnitus is only TT members wishful thinking?
Frequency is attempting to restore hearing. The hope is that this will at least help with tinnitus, but that's not the primary goal. I would assume tinnitus will be a secondary outcome if it is mentioned at all.
Unfortunately, I get the impression they are chasing the $$$ with this strategy. One treatment is not enough in profit so why not make it a course with 5-6 instead and make the patient suffer an additional year or so for full benefits.
This is driven by the science. I'm sure they would be happy with a more effective treatment. Pricing will be interesting, because compared to individualized cell therapies, this will be cheap to produce and administer.
If 10db gain is their goal, then I'm starting to doubt whether or not they use a target population that includes people with moderate hearing loss. Since moderate hearing loss is defined as losses in the 40-60db range, then applying a treatment that only achieves a 10db gain doesn't exactly move the needle for this population of people. Again, they are most likely setting the benchmark low so that they can easily clear it without risking a failed experiment, but I'm starting to wonder if this target population will be narrowed down to individuals with mild hearing loss. This is the easiest population for them to target and has the greatest chance for success in terms of outcomes given the low number FX-322 aims to achieve in regeneration.
It seems almost certain that it would be easier to improve mild hearing loss, but it seem unlikely to me that that would be the target group. Much easier to argue that the true unmet need is at the more extreme end of the scale. We simply won't know until the inclusion criteria are announced.
I am also a little discouraged by David Lucchino's change in tune with Frequency's message. He is really pushing this platform narrative and distancing Frequency from just the hearing loss narrative, especially since his platform now includes a cosmetic therapeutic for the most vain population in the world.
I've been saying for awhile that Frequency is a company built around a tool, not a hearing loss company. That is becoming much more clear over time. In fact, in the video Lucchino says "We didn't start life trying to be a hearing regeneration company and that's not who we are, that's our first program". Now we did learn that they have outsourced at least some of the work on alopecia to Sinclair labs. I expect that they are outsourcing some of their other work as well. That is the only way such a small company could pursue so many indications at once.
Frequency heading for a Phase I/II, versus just a Phase II is a major blow as well. This just increased the timeline it will take to get this drug to market if it works.
It will slow things down, but I am not sure it is a major blow. He still talked about a proper Phase II starting in 2019 though that assumes no issues with the I/II. I'm guessing this is coming from the FDA. I'm guessing - and this is pure conjecture - that the FDA wants some safety data in the actual patient population. It likely means 1 patient treated, a delay to watch for any safety issues, a second patient treated, etc. It will be interesting to see if they are using the Phase II portion to test dosage or other trial parameters to inform the larger Phase II trial.
But doesn't Phase I/II also mean that once it's finished, we would know if the treatment works at all? Because otherwise they wouldn't be able to decide what is the best dose if there wouldn't be any results at all.
It will be too small to "know if the treatment works at all".