RE:RE:RE:eyes on the prize
Interesting conversation all around regarding the first set of results from the Bracelet Trial.
It will be hard to determine the trial design other than that onc has stated that it will be a 2 arm trial but the endpoints will be most interesting.
Also of note is that the original mbc 213 trial did not meet its clinical endpoint of pfs so even though Bracelet is showing that intitially will onc and a partner want to take a chance on that as the clincal endpoint and recently pfs has not necessarily been the predictor of os as shown in our mbc 213 trial as it was more the immunolgical effect that took over. So will the company wait for os to make this determination or will a potential partner want those results before making a decision.
I do not think at this time that AA is on the table but you never know but would be interesting to find out if the company even applied.
We definately will have a more clear idea afer the ASCO results as to the direction of the trial and the trial design as I am sure this will be discussed more in detail at the kol meeting.
What I find frustrating is that the Friday sell off made no sense and at 57 cents was one of the largest declines in the last 3 years for the company. So was it the ATM sell at all costs or maybe that we now know that the CI seems to be off the table or combination of the 2. Also after all of this time it would appear that we are basically now going to be running the same trial for phase 3 that was approved by the fda with a spa 5 years ago as the results seem to be mimicking the same results and also seem to be confirmed by the AN bridging trial. So how does AN fit into all of this will also be most interesting as they already have a stake in Asia but will they want to participate in the European and fda jurisdiction and take it all.
I also think that Roche could be the major player as if we think that Bracelet is a no lose scenario (never a given though) would they step up knowing that they have a chance with the panc.
I feel that we should most likely recover what what lost going into the ASCO presentation and really it would appear that the results could only get better if we try to compare and corolate to the 213 and bridging trials. A most interesting week it will be for sure and hopefully all that we have finally been hoping for. GLTA