RE:RE:Expectations too high. Reset your animus. I got the vibe that they do have some news but arent willing to share it at this time. Maybe they are talking to the FDA about an amendment? or have already submitted information on advaning to a P2 and want to wait for a response? Who knows, but it is not surprising to me as the annual option grants are coming up... no need to get Mr Market all riled up before management gets their cheap options...
SPCEO1 wrote: For me, the fact that five months into the phase 1b and they still have not seen two signs of efficacy is not a favorable sign. If TH-1902 works as expected it should have delivered 2 efficacious results in one cancer type by now unless enrollment is really bad. And maybe it is really bad since they would not talk about it.
Overall, the call was a dud and lacked the energy we saw in the Q2 call. If they wanted to pass along good vibes about TH-1902 in phase 1b, they could have found a way to do so, but instead they seemingly wanted to talk about almost anything else.
Wino115 wrote: What was to be expected, frankly. They alway said they'd talk efficacy when it was scientifically proven with two or more patients. We can assume, that is still the case.
My hopes were for more quantitative facts on enrollment, survival, etc... We didn't get that. But we did get a rough estimate. We are 5 months in and they said the are on "pace" for full enrollment at worse in 5 more months. The implication is that they are likely around 50% at this point. I would guess part of the issue is what we already know --these patients are at the very end of life and need to survive long enough for any therapy to work throught.
But my guess is they are probably dosing around 25 or so patients at this point.