RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:TH2101The company could share more info with investors if they wanted us to not extrpolate things we should not, but they likely, with good reason, want to have much greater control over the message. If they were completely open with every twist and turn in the trial, the market would likely not be able to handle that sensibly, unfortunately. So, they keep a tight rein on info, tell us only what they want and leave us to extrapolate in the meantime. I suppose it is better than the alternative but am not sure about that.
qwerty22 wrote: I think if you have a handful (6 is a number I have in my head) of research scientist on a couple of benches in beliveau's labs then that's never going to be enough to keep a clinical program going so hirings are inevitable. And diversification in skill sets is great in my book. It doesn't mean that any of these things will move into the clinic any time soon.
TH2101 peaked my interest too but I don't want to be extrapolating too much from that.
I also noticed that melanoma made an appearance in the slides when it wasn't there previously. It started me thinking maybe they were going to add it to the basket trial, maybe they already picked up an r/r melanoma patient in part 1 and they showed a response. It's very easy to read too much into things.
jfm1330 wrote: It is clear right now that preclinical research is already undeway with other PDCs, and that they plan to further the preclinical work. You don't look to hire a preclinical project manager if this not your plan, and you don't hire a drug discovery scientist if your plan is not to make new PDCs out of TH19P01. Look at the new corporate presentation, they are all in on oncology. A switch like that is only possible if the top management is convinced to have something very meaningful in their hands. And we know they strogly believe in it, it is written in their last PR and Levesque said it in the last CC. They think they have a platform that has the potential to transform the way cancer is treated.
Funny to read some still complaining that they are not promotional enough after such an extraordinary statement. It is there in plain sight, they are not downplaying it, they are no longer conservative about expressing their expectations. Yes the statement is still conditinnal, but the clearly express what they think the potential is, and their actions, given their means, are in line with that statement. Again, they are all in on SORT1+, and they strongly believe it will succeed in a very meaningful way, othewise you don't say it has the potential to transform the way cancer is treated, not a specific cancer type, but cancer in general. At this stage, I don't know how they could express their view on oncology more strogly.
juniper88 wrote: Initially Th1902 was for TNBC and Th1904 for Ovarian cancer. But then they started doing more test and as you know Th1902 worked on other cancers too. And Th1902 actually worked better on Ovarian cancer than Th1904.
I believe that first Thera should concentrate on Th1902, there is a lot to be learned. And if the peptide works some serious research should be done to see what other substances could be used with the peptide. There are numerous substances that are effective against cancer stem cell in vitro, but cannot be used systemically because of toxicity.