What The Sage-217 Results In PPD Mean For Marinus

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About: Marinus Pharmaceuticals, Inc. (MRNS), SAGE
by: Jérôme Verony
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Jérôme Verony
Small-cap, Biotech, Deep Value, Special Situations
Summary

While Sage-217 displays statistically significant efficacy in a pivotal PhIII trial in PPD, placebo response at day 3 is suggestive of sampling error.

SAGE-217 shows some unexpected safety signals, notably a marked increase in upper respiratory tract infections.

SAGE faces difficult choices around its commercial strategy for Zulresso and ultimately, 217 as well.

The MRNS IV-to-oral switch with a single, safe molecule still looks like the future gold standard.

Introduction

Sage Therapeutics (SAGE) today announced much-awaited data for its orally available synthetic neurosteroid SAGE-217. The molecule demonstrated a 4.2 point reduction in HAM-D score vs placebo by the end of 2 weeks