New info from conference call
4601 is safe - we got another long term confirmation yesterday. Safety is no longer an issue.
4601 finised recruitement.
Unconfirmed but very probable:
4601 is efficacious for a large sub-group probably EGFR mutation or 45% of GBM population = market size of about 1B and more.
Probably more as people will live longer and eat more 4601.
Also confirmation that cash level burn rate is only 600K and cash would last beyond PII trials.
I think the market is happy.
Shareholders will have to be a bit more patient but we've been so alreay another 8 weeks won't change anything.