RE:RE:RE:RE:Sobering statistics in oncology trialsThat is the problem with investing - if you wait until your conclusions are proven, there usually is no opportunity left to make a profit as others who were willing to make a bet on their analysis of a situation got those profits, and yes, sometimes losses too.
I am curious what the "more than hope" is that you have on a NASH partnership? I am only seeing evidence of a company looking for an alternative to a partnership.
palinc2000 wrote: You are drawing unproven conclusion imo...Setting yourself up for big disappoinment....
I have very minimal expectations for oncology and greater expectations for Nah,,
This explains why I dont lose any sleep on the current SP which as you point out in your weekly report card has had nice% appreciation in the last year,,
I still believe that increased revenues from the legacy drugs will provide as least as good price appreciation in the next year but probably much better .Nash partnering on not too bad terms is another possibility based on more than hope
SPCEO1 wrote: I suspect the fact the trial appears to be still ongoing mitigates the risk of problems related to the overaccumulation in healthy cells expressing sortilin. We are probably in the clear on that risk.
jeffm34 wrote: it has a couple things going for it which will increase the odds of success greatly. They are using Docetaxel which already works and is approved. It doesn't even have to be more effective than Docetaxel alone. If it's only just as effective but at a lower dose meaning less side effects then it will still be approved. The only wild card is over accumulation in healthy cells expressing sortilin.
palinc2000 wrote: Very low [3.8%] success rate.....I fail to see any known hard facts in our own Phase 1 apart that it is still ongoing and dosing levels have increased but to unknown levels.What dont I get? Would love to get excited but I see nothing except hope
https://www.acsh.org/news/2020/06/11/clinical-trial-success-rates-phase-and-therapeutic-area-14845