Feedback from the AGMI am in a bit of a rush but I did speak with someone at the AGM and they reported that sommeone asked Christian if there had been any signs of efficacy in the pahse 1a. Christian apparently was hesitant to answer and Dawn took over and said they were not ready to talk about it yet. But from the pre-meeting mingle, this person got the impression they have seen some signs of efficacy but since they cannot say scientifically prove that TH-1902 caused that efficacy yet due to t he limitations of the phase 1a trial, they are not willing to say anything about it. Now, there has to be some signs of efficacy given the amount of docetaxel they are putting into the body and patient #2's long stay on the drug. Not to mention that TH is sure actiing like a company that thinks they have something.
This person also got the impression that they got a call last night from the scientists running the trial that allowed them to announce the phase 1b had started. While TH knew this call was coming soon, they did not know it would come last night. So, the timing of the press release with the AGM seems like it was not engineered by TH.
Another impression was that the board is meeting after the AGM to discuss the contents of that call and specific patient results. With cycles given every three weeks, the first 3 patients at 300mg's of the final six could have had as many as three cycles, maybe 4 depending on when they were first dosed. If so, I would love to be a fly on the wall of that board meeting today!