RE: re: CONFIDENCE
Like I said, when you look for an oncology play. You need to focus on the company that has a product that is not catch all cancer but can target a significant subset of the cancerous population.
Thallion management basically hinted that 4601 can be effectively administered to a specific sub-group.
Guess what sub-group isn't hard.
45% of GBM population has mutated EGFR - ie Ras-MARP is over active.
Mecanism of action for 4601 targer EGFR and is probably complementary to other drug such as Avastin.
The bonus here is that 4601 has NO side effect.
The potent market for just 45% is actually huge above 1Billion per year and probably growing as patient are living longer and consumming more 4601.
We have a slam dunk here.
General market has risen, the tides carries all boats and TLN will be reevaluate as to prior Leemancrash level.
+ the buzz as we get closer to news day.
Traders will be eating these shares just like they did today while pepcrap will be eating "hot dogs" (I am not reffering to the food).
You all need to DD what cancer drugs are in the market and why they were successful.
The answer = targetted medicine as cancer is a genetic disorder of the cell.
TLN will soon confirm redesign and refocus on EGFR population.
A partnership deal is a certainty
A modulating price take over is highly probable.
We move to 5$ than 15$.
Accumalation is a no brainer here. There is about 10 weeks to wait.
Like I said, last patient was recruited early Q3, the rest of the patient got in before.
Thallion already knows the efficacy results. It,s positive. That's why they are pursuing trial.