RE:RE:Had a contact with IR25 by mid 2020 (say the agm) would be 3/month on average Jan-June (18+6) or 1/month at 3 centres. If you increase the sites to 6.. yeah that number is forsure possible.. probably a bit slow.
Guess we just went from having an impossible time finding patients.... to having the october wealthy investors conference..... to bang... patients found, beds open? funny how that works eh.
P1 Sept 4 -Mar 4 180 day 2nd treatment (roughly)
P2 Oct 7 - Apr 7 180 day 2nd treatment (roughly)
You know what i dislike these new .. 'proteins', 'checkpoints' 'immunomodulators' 'CAR-T' therapies... you need a large sample size.. because of genetic variations.. amongst populations... one simply doesn't have representative data at a small population
You know why I like Theralase.... the science is across all mamillian cells... the Ruthenium/Rutherrin doesn't care what race, height, or gender.. it simply sees the 'iron-similar' receptor, uptakes... and light activation... ROS and destroyed.
That's why we were early approved in Phase 1b for safety.. perhaps why we have the graces of 20-25 patients... ok fair enough.
But my contention is simple..... why should we have to die at .30 until that one point..... is there absolutely no speculation here to .80-$1 as results roll in and theralase of course knows the results... that's silly imo to assume they dont..... just legally can 'deem it non-material' which we know is a joke.
I just hope that in Q1 the wealthy investment boys can slowly melt this up to 'look good' maybe they can somehow get access to the 'non-material worthy' news.. as accreddited investors..... maybe they get a 'special newsletter' not for peasants in the title.
:-)
Eoganacht wrote: Good post Oilminerdeluxe. There are no guarantees but I'm still hoping the first 25 can be treated by mid 2020 and then application for accelerated approval can happen in the first half of 2021. It all depends on how soon we can start the trial in the U.S., onboard sites and treat patients.
Oilminerdeluxe wrote: Ok, so this is only my interpretation of things. I might be wrong, or right, This will take a long time. We better get used to it. There is a difference between a phase I1 and a phase II study. In fact, a phase II is a whole other animal. We got info at 3,6,9,12 and 18 months for the phase 1 trial, if I am not mistaken. This is simply not going to happen in this phase II trial, unless TLT differ from all other companies out there. I was told sometimes shareholders do not get to know results until the whole trial is over! Sure hope we do not have to wait 2-3 years. The company has stated several times that it will report material events if they occur. I think most of us here can agree on that. What are material events? To me, that is either patients getting hurt from the study or stellar results. We hope for the latter since the method seems very, very safe. BUT the company has also mentioned the figure 20-25 people for accelerated approval may times. At this point, we have 2 people at 3 months. No matter how much we want to know, 2 people at 3 months is NOT considered material no matter how healthy they are. We simply need a whole lot more patients for it to matter at all. We have to accept that. 2 people is nothing. And sadly, I think 3 months healthy is considered nice, but it needs to be longer to matter. Perhaps that means we have to wait until 20-25 have done a full year, or at least half. Until that second treatment. Yes, that means a lot more waiting. That is how things apparently are done and we simply have to accept it. That is unless Theralase changes the way to release updates compared to others. In fact, it is not totally out of the question, but it is something people should not bet money on. I would sleep better if I knew P1+P2 had healthy bodies and are dancing with joy, but that is most likely not going to happen. I now believe (hope I am wrong) that we will not hear anything until they have enough data to do statistical facts. I have a relative who is a math wizard, like unreal math. Weapon systems and cool stuff, encryption codes and stuff. She told me once that in order to make any kind of statistical statement, you need at least 7 people who get the exact same results, then you can perhaps start to make weak assumptions. So if she is right, we need at least 7 people. I can't remember, but wasn't Sesen 7 people? We have soon treated 7 people, so that is good. But will those 7 people be enough to include in a 3 month update, or will they wait until 6 month or 12 month? Or will the company wait to update until they have reached the 20-25 people they have talked about in the past?
I think it is safe to say, that we can all hope for updates, but we must be prepared to wait a very long time. I think management is well aware that we as shareholders are impatient and that they should perhaps update us on just how they plan to release info in the future so we at least know that. Now I got that e-mail i bit late yesterday so I might have misread it ( I admit I am not the sharpest tool in the box), but to me anyway, i think we will simply have to wait a lot longer than we want. Now every study is different and TLT''s tech is different from all others, that cOULD mean they will report differently than what others do, so we should not assume it will take a year before we hear anything, but I suspect chances are we will not get updates as regular as in phase I.
But for heaven's sake, contact the IR folks and ask if you want to know about it. Perhaps they will heed our desires and give us something. But by not saying anything they are following protocol and the way things are usually done. So don't be mad at them, they are just doing what they are supposed to do. I think we will get handsomely rewarded in the end. If Keytruda had 20% at 12 month, we stand a very, very, very good chance of beating that. I will revist the emaillater today and if I have made a mistake reading it, I will apologize and revise what I wrote above.
It is all down to patience and patients. As it always has been. I hope a lot of people at 3 months will see an update from the company, but I am not counting on it as a 100% certainty. Now off to the gym to impress women half my age.