RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Got one of my TLT proxies today Joe: "I don't dispute they have demonstrated the treatment is safe and tolerable on 6 patients.
Nor do I question that the drug has a shelf life of 3 years.
I'm just waiting for either one of the lead doctors or the company itself to issue a statement that not just observes that 6 patients were cancer free for 90 days but attributes the efficacy directly and singularly to the TLD-1433 treatment. Is it too much to ask? Which doctor will say, yes, if the 6 patients did not receive the treatment all would have experienced cancer recurrence by 90 days?"
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I believe the 6-subject, 3-month sample was to establish a probability number for tolerability. The absence of recurrence was icing on the cake in that it's a crude indicator of probability of recurrence.
Given that bladder cancer recurs randomly how can any of the doctors state anything with certainty other than the recent tests indicate there is a meaningful probablity that TLD-1433 is an anti-cancer agent? As far as falsely attributing the results to TLD-1433 alone goes it would be insane to test TLD-1433 simultaneously with a competing treatment.
If TLD is an anti-cancer agent this stock is ridiculously underpriced.