RE:RE:RE:RE:RE:Contrarian opinion!!!I listened again to Marsolais, and what I hear is "
And it's possible that we observe". To me he is not talking that efficacy has happened, but that it could possibly happen. English is not my first language, but as a French-Canadian listening to another French-Canadian speaking english, that's what I hear.
Anyways, clear efficacy is very unlikely after a single cycle at 200 mg/m2 and if my estimation about where they are with doses is correct, patients are on the 300 mg/m2 right now. I am quite sure that no efficacy has been seen at this point. Also, in a previous question Marsolais insisted about the confidentiality of the trial and the necessity for the company to publish only validated results. So I am sure he did not say that they already saw efficacy at this point in the trial.
SPCEO1 wrote: My opinion is that Marsolais pretty much did tell us they have seen efficacy already and just need to confirm it properly. Here is what he said, "
And it's possible that we observed some efficacy, and this is why we think based on the number of cycle and the length of time it takes to confirm if there's a response, because if we see an impact on the tumor shrinkage, we still need to wait two, three months before we can confirm the response. That would be the position to divulge some information in the fourth quarter of 2021. When he says it is possible that they have seen some efficacy, I think it is fair to interpret that as himm saying that they have indeed already seen some efficacy. But each person will have to determine whether they want to interpret it that way for themselves. To me it is pretty clear the way he positioned things that they have seen something and just want to confirm it.
Furthermore, given where they are in dosing, it in not unreasonable to think they may have seen some efficacy by now. Now, I doubt they have seen efficacy in all tumors since they are taking all comers but they likely have seen signs of efficacy already in those with tumors that are known to overexpress sortilin.
jfm1330 wrote: Marsolais did not say that they already saw efficacy, he said that the patients recieving TH1902 have advanced cancers and that it is possible that they could see tumor shrinkage, but that to confirm efficacy they will need to wait three months after seeing initial shrinkage,