Two-fold consequences of Posters!
First, 4601 scope of action is broader and wider than expected. 4601 is active against all known resistance due to mutation in the RAS-MAPK pathway.
This data alone increases the odds for a successful GBM. GBM is known to have many mutations resistant to current treatment, but not to 4601.
Second, mutation resistance effectiveness increase pressure on Partners and Buyers to lock a deal. There is nothing out there that has this kind of chemical property.
Nice.
PS: 232 is just awesome. A new pathway for cancer treatment has been discovered. This is a direct application of the Warburg effect, plus something extra: 232 direct evidence of Apoptosis.
Nice.
That's why licensor re-started dispute with TLN. Blackmail attempt. Money smells too good. Don't worry I checked out the licensor. It's going bankrupt in a few months, days. So, 100% value creation for 232 is stay in TLN's hands.