RE:RE:RE:Full report from Doug LoeI appreciate his conservatism on time, but his revenue numbers appear too high unless he knows something we don't. He also uses a crazy 35% discount rate. Maybe those two things cancel each other out. Anyway, my guess is he has a tiny audience and has zero impact.
I had noticed the slippage so hopefully it's only a month and not 3 months. The trial is posted, the CRO hired and I suppose we should hear of a few more trial sites participating soon and then it starts.
SPCEO1 wrote: If you have followed Doug over the years, you know he always puts extended time lines in like this. I imagine he does it simply because almsot all trials seem to suffer delays one way or the other. As we know, the cancer phase I is now starting sometime in the second quarter rather than March, so it has already had a delay. And we don't know if that means its starts in April or June.
Also, the company can choose to let us know early on if they are seeing any shrinkage int he tumors or they can simply hold out all the info until the end of the trial. Clearly, if they have good news, there is a better chance we will hear that early on.
jeffm34 wrote: "We expect to revisit our assumption on preferred target indication for TH1902 once we have Phase I tumor response data to review, probably near end-of-F2022 if the trial commences enrollment in early FQ321 as Thera predicts."
He's not expecting to see tumour response data until the end of 2022?