Post by
thathurt on Nov 26, 2015 10:50am
how good was TST's preparation and AdCom Strategy???
..so concensus seems to be that AdCom execution failed miserably, just check the vote, but i gotta wonder was the failed execution built on failed preparation and strategy...
..i wonder this for many reasons but based on this one alone primarily, i forecast the vote would have been 16 yes and 6 No (i didn't expect the full 25 panel to vote) and i broke it down as such: i had 7 bladder cancer folks who i thought would all vote yes, i had stats and chemo (fojo???) voting no and then i had 9 "soft" yes votes (like folks in brain cancer, etc. but somewhat unsure given their affliations with MD Anderson, etc.)
..we had also read that in fact TST did "faux" AdCom's with various experts but i wonder if their practice sessions really focused on the likely negative commentary that may occur (which is a broad measure but basically is all the non-301 related stuff) and i ask this as they seemed unable to communicate well on some difficult items and i will use one example in particular:
- one member who i've posted on before stated that he believed only 3 responses in 93 patients could be directly attributable to MCNA...that was a stunning statement (it was backed up with appropriate commentary IMO) for which TST had no really good response and IMO was a signficant contributor to the no vote..
maybe it seems that TST hadn't prepared well enough for a difficult session and if i could easily estimate resistance TST should have banked on it and prepared for it.
Comment by
ragingbull1327 on Nov 26, 2015 12:32pm
if the treatment is for NMIBC, can I ask now why there was anyone in the room on the FDA side of things BESIDES Urologists? Why?
Comment by
arghh on Nov 26, 2015 1:05pm
Was it Telesta that wrote the question when they really should have focused on item (b), and by doing so got in over their heads, especially by not having more senior personnel there as back up?
Comment by
KingSarloc on Nov 26, 2015 4:03pm
Enough of his over analyst! I said buy your shares and load up because TST is going up again ! Word from montreal this is trending up and buy now and get your cash back! heed my warning this at least last time I said to cash ur profits and I'm not sure if anyone did but I did and I'm loading up already so keep it up!
Comment by
DamnYankees on Nov 26, 2015 5:04pm
GMB, what if they already have an answer from the FDA and Adcomm, good, bad or total Sh$;show, was just a formality, but a politically necessary gormality, considering the "out of left field" nature of MCNA itself relative to the current SOC? Who's worried in Montreal? I don't think that anyone is.
Comment by
thathurt on Nov 26, 2015 5:19pm
damn, AdCom is implemented at the sole discretion of the FDA, if they had decided to approve MCNA they would not have had an AdCom..if they were still awating to do some things like mfging audit they coulda done that then decided on AdCom...
Comment by
thathurt on Nov 26, 2015 5:17pm
brake, i don't see it, MCNA is not as best i know trampling on any significant in-place 2nd line treatment, as i posted before MCNA faced criticism from the chemo crowd but they off-label which i suspect the FDA doesn't prefer...so who is the group..ps TST had a powerhouse ODonnell, i doubt they could find a more qualified person but who knows