It's interesting that Samumed is the first presenter and that the conference is for "groundbreaking" dermatological science.
I'm not saying this means that Samumed is definitely a breakthrough but it does seem like these are
Nameless - I think this is extremely positive. Like you, I started to get worried after we never heard anything further from Samumed following their original preliminary announcement in early December indicating that the results from Phase 2 were positive. If they weren't showing pictures, then maybe their statistical benefit wasn't really reflective of a substantial clinical benefit...
But their presenting at the "late breaking research" session at the American Academy of Dermatology changes everything.
1. Getting to present research at a "late breaking" session is very competitive. There are usually a very large number of submissions (it's the entire dermatology community from around the world that is submitting) and only a select few are chosen for presentation. The conference wants to showcase its most exciting findings at the "late breaking" sessions - there will be lots of press. If the results were mediocre, it's unlikely that they would have been chosen to present.
2. Samumed would only want to showcase their results in this high profile manner if they were impressive. If it was a purely academic study - physicians would want to present the results regardless if they were positive or negative because it's good for science and good for their CVs. But Samumed's goals are different - they're a company and they want to make money. If their results sucked, they wouldn't want them to be in the spotlight. Their presenting in this manner really suggests that they have something.
3. Their presenting at the "late breaking" session explains their silence after their initial preliminary announcement. When presenting at a late breaking session, there is an embargo placed on the data. Researchers/industry are forbidden to release their data prior to their presentation. This is to ensure that the actual conference maximizes its publicity (ie. if the results were released before, no one would go - this way, everyone is going to tune into the AAD conference to hear the results). In order to be able to present at the "late breaking" session, they likely had to submit their results back in December - so again, suggests that they haven't been wasting any time.
Don't worry about their presentation being short - that's standard for these kinds of things. Everyone is allotted the same amount of time to announce their results.
Honestly - I am really excited about this. They've already said their results were sufficient to move to Phase 3 - and now they are presenting them at a late breaking session at the AAD. The AAD is a huge conference - much bigger than the Hair Congress. Note how this markedly contrasts from the way Allergan handled Bimatoprost - literally night and day. It's still just speculation - and we may all be disappointed - but I really believe there is a chance that Samumed may have what we've all been waiting for after all of these years. If they can stimulate stem cells to generate new follicles - and we already know that all of the stem cells are still there - they are just dormant - it seems like SM04554 may have the potential to provide full regrowth. Maybe the answer all along was increasing nuclear levels of beta-catenin to a necessary critical level. Here's to hoping...