RE:RE:RE:RE:RE:RE:Dose escalationListen "dude" and listen carefully as I am not going to say it again to you, you want to
make a return on your freaking investment so does everyone else if you think they have done an ok job to make sure valuation is fair good for you the difference is you came from your dark side after bashing the company for a good while to the other side versus many here have been waiting patiently for years locked in some millions of dollars in the middle of 12 years of a bull market you think
those folks are happy with their returns if so think
again cause your reality check is completely wrong on freaking ignore list
realitycheck4u wrote: I'm just happy all of you guys are here....but that Scarlett dude - pounding the table over the lack of retail marketing is really getting repetative each and every day. Nevertheless, even HE is appreciated, as he posts on Stocktwits and has most certainly helped get the word out to the retail playters better than THTX has.
It's TAKE A GUESS TIME Folks.
December 31 2021 - THTX (USD) is $ 5.65
December 31 2022 - THTX is $ 35.00
IF IT GOES PERFECT
If all goes perfect, and TH190x is what we hope it COULD BE, then dream with me. I say we're headed to a buyout at about 5B, but if THTX decided to announce they will go it alone and sell off various rights to different parties and plans to collect a share of those sales, then we're certainly at 20B valuation in 2027.
qwerty22 wrote: I continued listening to the rest of the event. If you were to re-interpret every "might" , "could" or "if" statement as "expect" then we are sitting on a goldmine.
"might" implicitly includes "might not". We might not reach MTD at the end of the summer, dose 7 might not be all that toxic. I'm not expecting "we did not reach MTD" as a line in the PR but from what little we know as outsiders it's certainly possible..
Christian's "might" statement might be based on human pK data. It could be based on extrapolating from the preclinical mouse data or the rat toxicity data. There was certainly plenty of that happening in other parts of the KOL event. pK would be the best case scenario but neither me or JFM know what he is basing that "might" statement on, he didn't say.
I probably didn't need to say "utter BS" but it needs to be said JFM is prone to piling assumption on assumption on assumption and passing it off as fact. We went thru this with the linker nonsense which all started from a wrong assumption on his part (which was the fault of the company of course)
(I'm also not a fan of trying to limit discussion even for the people I most disagree with)
palinc2000 wrote:
My confidence level in Qwerty is much much higher than in JFM..... I posted once that JFM is a frustrated scientist who never got the recognition HE thought he deserved
Qwerty on the other hand is at Peace with himself and fact based scientist...The smile o meter is purely and only an invention of JFM
Beliveau and Marsolais were smiling 2 months ago during the Kol event and that is almost drscribed by JMF as evidence that the Phase 1 trial was then a success
What bothers me more is JFM wanting Spceo not to quote Qwerty .......We all know that JFM reads each and every posts be they ftom Qwerty or others.Pretending for him to have Qwerty on ignore is a very coward way to not having to respond when he gets called off by Qwerty on omissions and false info
I truly hope that Spceo will keep quoting whoever he choses INCLUDING Qwerty
jfm1330 wrote: I need to requote myself to put the record straight here... So much bad faith... I even gave the exact time of the quote by Marsolais to make it easier for any interested person to hear it, but despite that some idiots are telling the opposite of the truth.
SPCEO, do me a favor, don't quote idiots like that. I only read two lines and I saw the bad faith is still there, as always since this guy appeared here. No balance, no fairness, always on the negative side. Totally useless to read this guy. I have him and a few others on my ignore list but once in a while they are resurfacing through quoting by other posters and I can see reading only two lines that I was right to put them there.
jfm1330 wrote: In the last KOL presentation in June, Marsolais said that they expect to reach a toxic dose at the end of the summer or begining of the fall (time: 41:45). So based on my calculations here, based on Thera's plan for dose escalation, it means that they expect a MTD of two to three times the MTD of docetaxel injected alone, so between 500 and 800 mg/m2 of TH1902. After MTD is reached, he said that they will need to two more cycles to confirm potential efficacy. So we know their expectations, it is to reach MTD somewhere in October, then follow that with two three weeks cycles with the right dose. So the should have final results somewhere in December, but again, Levesque opened the door for it to be a little bit longer, so maybe one dose increase higher than they expected. So all that is good news.
jfm1330 wrote: I went back to the KOL presentation to determine at what dose Thera likely is right now in the dose escalation trial. Marsolais said it take three to four weeks for every cycle. It was annouced on March 23 that they injected the first patient of the trial at 30 mg/m2. So taking that date as the starting point it gives this assuming a full four weeks for every cycle, which is likely not the case, especially in the first two or three cycles. Anyways, it gives this
March 23: 30 mg/m2
April 20: 60 mg/m2
May 18: 120 mg/m2
June 15: 200.4 (on June 21, Marsolais said they were close to the MTD of docetaxel of 230 mg/m2. So this is in line with what he said then)
July 13: 300.6 mg/m2
So it gives July 13 for the first dose well above the MTD of free docetaxel. Again, Marsolais said three to four weeks per cycle, so more than three weeks, but in some cases, probably in the first cycles, with one patient, less than four weeks. So this dose of 300 mg/m2 has been likely given somewhere between July 5 and July 15. Likely in the middle of that interval. So it is easy to understand why Marsolais willing to say in the last CC that they will surely have a MTD of TH1902 that is higher than the MTD of free docetaxel. Also, he probably already had the dosing of free docetaxel over time in the blood after the injection of the 300 mg/m2 dose. So he knew the level of free docetaxel this dose was generating. If the number was as low as expected, it confirmed to him that toxicity at that dose was very unlikely.
The next step will be 420 mg/m2 on August 10. This will be close to two times the MTD of free docetaxel.
Then, if they get there, it would be 558.6 mg/m2 on September 7, and 742 mg/m2 on October 5. This would be a bit higherthan three times the MTD of free docetaxel, which is what they saw on rats in the preclinical.
So we are sure to have a significantly higher MTD of docetaxel with TH1902. At this stage the only question to answer is how much higher will it be. The higher it will be, obviously, the better it will bode for efficacy. This helps understanding why they are so confident with TH1902 anf the SORT1 approach in general. Why they hire people to coordonate preclinical and clinical work. It also allows to understand why they were willing to write in their last press release, and say through the CEO in their last CC that they believe that They have developed a targeted peptide-drug conjugate that may potentially transform the way cancer is treated. These are their words, not mine, and this is a very bold statement coming from them. I can't figure how they can be more positive than that without releassing real good results. After such a statement, coming out in a few months with negative results would be an absolute surprise. But again with this company at this time, it is a matter of credibility and they obviously don't have much with the market. So this statement went by like it was never made. Even here, I have been the only one underlining it. So we will have to wait for the real results. It will either be a shocker for many, or a big disapointment for me.