RE:RE:RE:Today’s NRI don't know when this will happen. I am still looking to Roche to step up to the plate. Tecentriq is 66% of Roche's business, and it is only approved for use in the USA and Canada, and they recently dumped a bunch of so-so cancer trails, clearing house IMHO. Seems to make sense to me, but just my best guess.
AWARE-1 actual final data is noted for H2 2021, so I was hoping to see that late Q3 or Q4 but who knows. It has been delayed before. The way I see it is, Roche has little to gain by waiting for the BRACELET-1 and IRENE to finish. They already know how PELA changes their Tecentriq.
"Because every trial is still shrouded in doubt and mystery."
'Doubt' I don't see this statement to be true in my opinion of my understanding of ONC's goings on. But can see it as a Borker watching daily charts. Every side trial has been built on the data retrieved from the previous side trial. And let's keep in mind these are all SIDE trails. ONC already had approval from the FDA to proceeed with the Phase III trial, but through discussion with the FDA chose to hold off and complete these side trails as they will help to better define a clearer pathway through the Phase III trial and in turn reduce enrolment requirements, and bascially shorten the trial with greater dialed success as they will have a better understanding of exactly how and who it will work on. And YES, it seems like a painfully long time, been here since 1999, but it's all building on past data and that is what I TRUST. If this was smoke and mirrors Roche would not have re-engaged in the GOBLET. Why bother if it does not work ?
Mystery... I guess maybe... will this be the time ?? amd more waiting.
Also, lets also keep in mind that both CEOs of Mereck and Pfiezer have openly stated they are looking to buy Phase III ready biotech companies as they want to run the Phase III trials the way that they want to. So I really do not see ONC in a Phase III partnership, I think they will be bought out so big Pharma can run the Phase II trails the way they want to, as they have stated.
They also stated that they are prepared to pay top dollar for first-in-class and best-in-class to get what they want. ONC is both in my opinion.
I am still long on this and just waiting for that day. As I previously noted these biotech stocks are impossible to analyze and as a result there are really worth nothing until the day they are, and on that day I will still standing here holding my fist full of shares! When that day is well ?????????
With any luck Roche will step up before Christmas after final AWARE-1. If not, if Roche is still waiting on some of the results from the BRACELET-1 and IRENE or even the GOBLET it is my guess it will be H2 2022 before Roche, Mereck, Pfiezer step up and it could be a bidding war.
As noted I am not expecting a partnership. Big Pharma wants to run the Phase III trails their way.
But, I'll be waiting. :)