RE:RE:Rutherrin or bust?Thanks CancerSlayer - yes TLD-1433 had and has certain highly desirable characteristics for superficial cancers - including the safety aspect of self-limiting depth of treatment with the steep gradient under green light - a potential which seemed also to interest Roswell Park in treating lung cancer/mesothelioma - until it didn`t.
Less critical of the compound used (Rutherrin in effect being an enhancement of TLD-1433) than of the setting. Can see them having chosen bladder cancer both to improve on abortive previous work and because there were certain barriers to entry afforded by the proprietary activation device but much less effective photosensitisers have been used first line in early stage NMIBC Trials - where unlike them TLD-1433 may have performed very well as a monotherapy and in the process taught much of value in the treatment of later stage disease. Not being wise after the event as raised this issue at the time.
This is of course a learning process and it may well be to their credit that they have persisted with a Trial in the bladder while eschewing less problematic alternative superficial cancers but my interest as a shareholder is in the survival of the Company in the context of its`potential to deliver so much more in the fight against cancer. Am concerned that the information vacuum that we have been experiencing is not a reflection of disappointing results among optimally or part optimally treated triallists that might already have been less confusingly presented to us.
if information is not set out clearly and understandably tomorrow it may be time to draw one`s own conclusions but even that would not be enough to suggest to me that the Company is over-valued provided that Rutherrin remains on track for human Trials next year.