RE:RE:RE:RE:RE:RE:RE:RE:RE:Questions If they choose to do a partnership this early they could give the company the option of selecting one cancer indication within a certain time frame. That way there is incentive to be the first partner, they get to choose their indication.
qwerty22 wrote:
What they've shown is anti-tumour activity. What they next need to show is a particular cancer indication in which the drug can make a meaningful impact on a population. The first step on that road I think is getting at least 2 responders in at least one of the cancer indications in the basket trial. That's not necessarily what partners will wait for but it's the next major derisking.
I think the Sortilin expression relationship to efficacy is another big step. Free docetaxel is limited but it's always going to provide some uncertainty about whether Sortilin engagement it at the heart of the effect. Free docetaxel is essentially another molecule that can give anti-cancer activity, they need to lessen the possibility this is the source of the responses. Paul tried asserting that today but they'll need to go further with that. Improving ORR with higher SORT expression will support that. That probably doesn't come to Ph2 but the individual responders in 1a and 1b will go some way to providing directional evidence. If we ever care what the analysts say it'll be interesting if they pick up on 5hat uncertainty.
jeffm34 wrote:
That is my thinking as well. There appears to be enough data available now to garner some serious inquiries. I don't think the share price will really move until there is validation in TH-1902 from a major pharma
juniper88 wrote: In my opinion, this should set up a deal with big pharma or with the Chinese.
qwerty22 wrote: I think the 53% PR is POC practically and scientifically. It's never 100% but it's hard to ascribe a solid response like that to anything other than the drug. There is some free docetaxel floating around which could account for it. Maybe that could be the cause but Christain did say that patient failed docetaxel treatment recently after 4 cycles. I think what we can see is they are always ultra cautious in their statements.
SPCEO1 wrote: From a practical perspective, we have POC and indications the drug works. from a scientific perspective, neither has yet been achieved. So the scientists are not going to be satisfied until it is, as they should not be. But we can take away from today's news that we will likely get the scientific proof needed before too much longer.
Bucknelly21 wrote: Kinda find some on this board funny, been waiting for poc and an efficacy signal, we get it finally and its not good enough lol