Okay, I am going to help all of you out.
No one will license or take over this company until they peer review one set of final data. Interim data are just not good enough for a deal. So, unnoteworthy can post all the gabage he wants about other deals and anything that is remotely connected to oncology. It does not matter. Only final data do.
But we can speculate that the outcome of if the final data is going to be stellar this possibily is nearing 100% based on the interim data and related info.
First, life expect for Adlai (the lowest dosage generated 1 PR and 2 SD)... So far we got 9.3 months as per cut off date of September 2022. We are now 3 months down, so can safely add 9.3 + 3 = 11,3 months. The baseline is 10.8 months (see IND-213). So we are already above baseline when Adlai announced the results last week. Add in another 2 or 2.5 months and this would be a stellar life extension and enought to get FDA approval.
Second, Goblet-1 there now only 4 patients left in the pancreatic cohort being injected with pela.
The cut off data was Oct 12. Another two months, and all patient would be at 24 weeks another 4 months (April) and all the patients would be at 32 weeks in time for AARC.
So this stock is very close to explode. Still a couple of weeks at this depressed level... all you can buy.
We are now set for many positive surprises that could help share price while we wait for more data
- Japan licensing deal
- Adlay 2nd licensing deal but this time for pancreatic
- Car-t
- Skin cancer