skier59 wrote: I agree with most of what you say. However this is a critical time in our development stage. Don't go to thin, focus on your strength, and make it happen. Everything else will follow.
If you have a winner, trying to hard to win, can make you lose.
Like I mentioned before, we Shareholders have had to endure many lengthy delays, and have given Roger some slack because he was learning along the way. Now it is show time on what we were sold, NMIBC...NOTHING ELSE matters right now. The rest can be delayed and played out latter. I dont give a FLUCK. Many were sold on the vision the Laser Division would be a revenue generator, FAKE NEWS.
I'm positive that if we are successful with the NMIBC, many of the other ones will also succeed.
Thinking we have to RUSH to start the other indications at this point is pure BS.
SO YES, I say sit on the other ones at this point. Focus on our STRENGTH at this CRITICAL Point.
NMIBC......and nothing else matters.
Claridge wrote: Skier59 ... Do only Ph. 2b and do nothing else to also advance other indications like GBM and NSCLC???
Have you ever estimated what just 1 month of revenues earlier than expected from only these 2 mega indications would bring in the coffers and in term of market valuation? Just one hint; much more than the net dilution that you're currently talking about.
And only focusing on Ph. 2b would not allow you to enroll US sites much earlier.
TLT in the meantime, can produce interim data from its NMIBC Ph. 2b with for example interim data on its primary site (UHN) or all its canadian sites, while still advancing their other indications (GBM, NMIBC, etc ...). All biotechs do this type of parallelism pattern, instead of going one indication at a time, so at one point in time, they have many indications spanned across different stages of clinical phases.
So not much time is wasted here in terms of advancing on many fronts, as fast as possible, with the money that will be provided, with a clear focus on the NMIBC Ph. 2b, as it's the closest one to commercialization.
It always come back about managing the burn rate.