RE:RE:I try to remind myselfTH has always seemed to favor the "big surprise" version of detailing important data for investors rather than a more consistent reveal of critical pieces over time. This is all tied to their fund raising strategy and they clearly think this is the best approach. It was on display last year when they held back info on getting the IND's for the phase 1 cancer trial and the phase III NASH trial to roll out simultaneously just before the ONO. Maybe they are right that this has the optimal impact for a small company like themselves on the verge of raising new money. It is also tied to the fact that they can't predict the future in this case and therefore can't be sure what impact a more open approach to sharing data as it becomes available might have. From the company's perspective, they are looking to curate all the info to create the best possible narrative. If they released info when they got it, they might not be able to create the best narrative as yet unseen data could complicate their efforts. So, they could share mroe data sooner but they are more focused on the fundraising they hope to pull off and they want to create the best possible story to maximize that. This is likely why Paul has said they will not be sharing anything more about the phase 1 until the MTD has been identified.
longterm56 wrote: I need more of that "reminding".
Good thing the Phase 1a is "an open trial", or we might not know what is really going on! lol
-LT
SPCEO1 wrote: That every day that goes by without news increases the chances of some preliminary efficacy and PoC being seen.
But the long wait for data is always hard for biotech investors.
I would think we are very close to hearing the trial has ended due to more SAE's in the additional patients recruited at the 2x normal Docetaxel dose level or we will be waiting until January as they did not have any trial-halting SAE's at the 2x level and are now moving to the 3x level. While the former would not be a bad outcome in my view, the latter would be better since the more Docetaxel you can get into the body safely, the better the chances of killing off cancer cells.