They both confirm that there will be no R vs straight placebo. Dax- I think you will appreciate the RBC note about the shifting paradigm in how physicians are approaching PAH. It may be a repeat of what you have already read but it is interesting and of course extremely important to ARNA and R.
Splay - To me this could lend credence to the long delay in the start of the R trials. ARNA had to be very certain on which way the wind was blowing in terms of how KOLs were approaching PAH. ARNA could have quickly designed trials only to have to conduct even more trials if the KOL views shifted. It is an area of unknown speculation as to what WOULD have happened had ARNA quickly launched trials in R. You can argue that R is so effective that no matter what the KOL's views that R's results on patients could not be ignored and doctors would RX R regardless - I think there is a strong case for that but that also brings into play if R were to be used as first line therapy vs late stage as was the case in PII.
In the end, a lot of moving parts and with that in mind I am inclined to be less critical of mgmt. on the delay (although by no means absolving them).
