RE:RE:RE:RE:RE:RE:Letter Coffee spilled on keyboard! Funny. I would just say they are "there" and if kept as low-cost options they will do some of that low hanging fruit development around them. Tesamorelin is basically done, it's just a question if someone wants to jump in the pool at an advanced stage with a fat-buster and believe the patent issue gets them 10-12 years of quality profits if it succeeds. Hard to handicap that one, but maybe some cash-flushed player who wants to take a chance drives a sweet deal for themselves.
I think they would still be fine with that very low-cost development of ideas around the peptide, sort1 and what it might do that they can still play around a lot in the lab without it costing a whole lot. Given other research teams have also identified sort1 and we know of one working on the stem cell side of it, they probably won't abandon it completely. I would guess they'll do this decision-point path with the existing drug and it either passes or fails these points, and still do some pretty low-cost lab work around what they have and what they've learned. They're previous lab work they published showed two interesting effects that are not part of this trial at all. They can build on things like that, so I wouldn't put oncology as a zero, but as a low-cost option.
The two things I found in their research from a while ago are the study they did in ovarian (I think) where they did a study showing results with just carboplatin, then results with carboplatin plus TH1902 and it showed it multiplied the effect on tumor shrinkage by a number of factors (something like 2-3x more effective). The second was using Th1902 as a pre and post metastices inhibitor with the existing therapy being used (those lung metastices slides). It showed darn good results and played off the VM / stem cell side of what sort1 is in a tumor. Those are two angles completely separate from the existing trial that were very promising and could probably be trialed in a very low cost way with an actual comparator arm. I would think if you showed carbo+TH1902 was 2-3x better in a trial or a similar comparitor trial with pre/post metatistices measurements you could see if there's statistical significance to any results pretty quickly and cheaply. Those are the kinds of things I think you could see them pursue in a very cost effective means or even team up with someone on those --whomever is big with carboplatins. I don't think there's anyone who has a pure anti-metastatic drug, although we know the Univ Gotemburg guys are looking around that.
I'm not trying to be stupidly positive and see there's clearly issues, hence the new approach, but there is some other science around what they've done that may also be worth pursuing in a very cost effective way. So not quite "dead", but may end up looking like something completely different but still interesting from a commercial perspective. At worse, you'd think you could license out some of that for others to trial as they'd be pretty big markets if there's significance to the results.
Wino115 wrote: 543456756t6t6yt5r454r565tr4e 2w2
Momo25 wrote: Finally something wise enough to encourage. Forget oncology and Nash programs.