RE:RE:RE:RE:RE:RE:Meeting with management Yep, one of the things I meant to mention but missed out. That seems like a fairly wild claim at this point in time. Maybe patient #2 has reached 10 cycles if you include the early low doses, would seem possible. IDK.
Wino115 wrote:
I think the most intriguing fact mentioned is that the current read from what they know is that the plan of administration is to shoot for a massive 10 cycles. That would be 33 weeks under treatment which, if they can do it, would give them a nice lead in the progression free survival endpoint. Very intriguing that the CMO would say this as it's super positive in my book, obviously subject to the normal caveats.
SPCEO1 wrote: He did not qualify his statement - just said that what they are seeing in the trial matches up pretty closely with what they saw in their pre-clinical work. How you interpret that is up to you. I interpret it as a pretty confident statement about the trajectory of the trials but not more than that. We know if the trials continue to line up nicely with the pre-clinical work, than efficacy - actually significant efficacy - is going to be seen. It is still a big "if" but things are lining up nicely thus far.
palinc2000 wrote: I see you are now the messenger for the company...congratulations
However something in your message is very surprising
Indeed pre clinical studies and data were about safety (dosing etc,,) and of course efficacy in 6 or 7 cancer indications
So the CMO told you that the results in the clinical trial are closely tracking the pre clinical results...Did he qualify his statement at being solely for the safety part ?If he actually meant safety and efficacy that would be almost an impossible statement .....that would not be in a phone call with only 14% of the shareholders
SPCEO1 wrote: Zero shares since I report to you here about it. But the group on the call collectively controls about 14% of the shares.
palinc2000 wrote: This is fantastic news but how many shares do we need to hold to get access to such info?
SPCEO1 wrote: Along with three other large shareholders, I had a call yesterday afternoon with the CEO, CFO and CMO. I don't have a lot of time right now to summarize it well but it was an encouraging call. On cancer the CMO said the results are tracking close to what they expected from the preclinical work. I will post more later but the main takeaway is that cancer seems to be on a good path.