RE:RE:Good discussionWell first Noteable, ONCY needs to demonstrate the CPI + Pela + Pax is significantly better than Pela + Pax alone in order to woo deep pockets to fund a Phase III.
Bavencio is not approved for mBC on its own or in combination, and the Bracelet-1 trial with only 15 patients in Cohort 2 and 18 in Cohort 3 will need significant differences in patient cohorts to prove that the triplet is better than the doublet... The last thing ONCY needs is, "hints" of increased efficacy... No-one is gonna foot the bill for a Phase III on that basis. They couldn't get funding for a Phase III for just the doublet, when all they needed to do was repeat the results with more patients.
Sales come down to how much Pela will be needed per patient per annum. Will they need to be treated for a full year ? If after priming the adaptive immune response will it still be needed ? Do we have this data ?
Perhaps treatment is only required every three weeks, for 6 months, and thereafter gives no increased benefit, are insurers gonna pay for the additional treatment.?? So until we know the dosing and vial strength that is ultimately registered, then any numbers are just guesswork. Since you disagree so vehemently, please feel free to show us WHY you Value Pela so differently.
Neither YOU nor I, know what the Bracelet-1 data show before the survival curves mature. The current company valuation is based on this binary result... If it works AND ONCY gets a parter/buyout, we win. if not, hold tight folks...