RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:60% of the road = 270-daysEoganacht wrote: In his recent talk with Dr. Roupret, Dr Kamat said of the N803 plus BCG combined treatment, that the
12 month 40% CR results,
"seem almost too good to be true with very low toxicity" And "clearly that is something that we're all excited about that has been filed with the fda and we're waiting to see if it gets approved."
More and more data from our phase 2 will be revealed in the next six months. If it looks like
TLD1433 is headed for a
40% or more CR rate at 360 days we will have outdone the very best the competition has to offer. Even if we achieve only a 40% CR like the N803 data these
results are almost too good to be true, we also have low toxicity, plus these advantages:
- no reliance on BCG or any other treatment
- only one or two treatments required
We will be headed for early FDA approval and the sp should begin to reflect this reality. That's when they should start looking at a pp.
Rumpl3StiltSkin wrote: ScienceFirst wrote: Strange thinking LS29.
You were whining about a potential pp weeks ago while TLT management were clear about no po and while Roger and Kristina had invested 750K$ of their own money and now, you want a po @0.28$ before August 31 new set of data!!!
TLT management know what they're doing and where they're heading. And they have more insights than you. Clinical data will dictate what happens.
I'm certain that TLT wants to avoid another disastrous pp down at these levels, IF they can.
Indeed, SP seems to have some of that already priced in.
They did say at this recent AGM that they would need $$$ within 6th months. Based on not getting the SP up higher, raising their profile, jetting a jv or buyout, etc.
This is probably the last bet I'll be making on TLT, that they will achieve one of the above prior to money running out. The timing and data is on our side.
The wildcard is any word on Covid, not sure if that can be counted on but still could change everything.
Nice post Eoganacht...
I always have to keep my eye on the forest for the trees when discussing TLT's transcending/versatile ACT & its value. You could probably count on one hand the number of drugs/treatments under study (globally) that have the realistic potential to "effectively" & "safely" treat both a variety of infectious diseases as well as a variety of cancers. Our ACT is truly on the verge of distinguishing itself as a one-of-a-kind tech that epitomizes translational research/medicine imo. Of course, none of our NMIBC competitors can come close to saying the same....And TLT's potential only escalates when you consider it's tech working in concert with other therapies when needed. Whether we hit, exceed or fall under that 40% mark, the likelihood we discover so much more hidden value beyond treating bladder cancer is more than strong imo. Good luck....
P.S. Still hoping TLT takes a serious look at the potential of using an aerosolized intranasal/inhalation approach for their Covid vaccine...the airway is our first line of defense & it seems many Pharmas are overlooking this important fact.