RE:RE:Some thoughtsGood post.
It took you a while to come around on NASH which I’ve been mentioning for a few years and SPCEO has been pounding the table for months.
Perhaps SPCEO will come around on the acquisition when some new data is presented.
bfw
jfm1330 wrote: Please. Again. Before discrediting the new acquisition, look at Lutathera. Sometime I have the feeling I write for nothing here. On top of it, Thera paid less upfront money to buy half the rights to a drug in phase III with high probablity of approval, so the price paid for Katana is by no mean an indication of its potential for success.
Another point where I feel I was not read, or not read properly, is about the Grinspoon study. The study started on July 1, 2015, and the blinded part for every patient is only six months, So after six months the investigator was aware who got the drug and who got the placebo, so for Grinspoon, patient by patient, the results were unblinded, so he knew the trend after a couple of years, and now, he knows almost all the results. That's why he started another study on Egrifta/NASH last October in non HIV patients. No reason to start a study in non HIV if the HIV study is not working.
Please read about Lutathera and ask questions if you don't understand something. It should spark optimism in any reader because it is based on the same principle. A peptide + a toxic agent, aiming at an overexpressed receptor on cancer cells in solid tumors.
https://www.centerwatch.com/drug-information/fda-approved-drugs/drug/100246/lutathera-lutetium-lu-177-dotatate