RE:RE:RE:RE:RE:RE:MDGL Update The other thing is Paul mentioned this last year, Fall maybe. At the time I thought either he just wants to drop something that he knows is hot into the conversation or they were actually working on something. This hiring would suggest the later so they could already be some way down the road with this. Still very early though.
qwerty22 wrote:
It could be relatively easy to show an siRNA PDC works in vitro, that's to say the first step in proving it works on tumour cells grown in the lab. It seems from the reviews I've read that some of the biggest challenges are delivering the active siRNA to the right target cells in living organisms (animal models and humans). There are some specific obstacles associated with siRNA that need to be overcome, it's not clear the SORT1 tech would necessarily help with those issues, it might or it might not. It wouldn't surprise me if they could relatively quickly (I mean this year) put out a poster showing positive in vitro data. I would say the move to animals and humans would be a bigger chasm to cross with an siRNA PDC than a docetaxel PDC. Anything in an animal model showing a gene getting switched off in a tumour would be excellent stuff.
SPCEO1 wrote: What are the chances that little TH could acquire the capability to formulate a successful PDC with siRNA as the payload? They were able to put together TH-1902 rather inexpensively. Does it get exponentially harder from this point forward?
jfm1330 wrote: Again, they would not search a siRNA apecialist if they would see nothing on the efficacy side leading to a proof of concept. Making a PDC that would work linking SiRNA to TH19P01 is another ball game than doing it with a rather small, stable and old proven drug like docetaxel.
Wino115 wrote: What the NASH space needs to see -- a successful leader moving to approvall. I think this was the companion NAFLD trial to the main MAESTRO trial they're doing on NASH, but it is also supposed to finish by mid year. Any good news in NASH will help to rebuild sentiment that it's a therapy worth going for.
For THTX news Muslix, from what tidbits came out in the presentations and subsequent discussions is that they are still moving up the dosage. Means they may still have to keep going to find DLTs, then back down one level and test six patients at that. Then we have MTD. I think my "ready-reckoner" was if its the 320mg (1.5x taxel SOC) it would have been finished Jan, 400-ish level would be Feb, 500-ish level would be Mar. If it keeps going up to the 700-ish level, maybe even beyond Mar. So looks like we're at least past the 400 level, so Feb at best and maybe Mar. WHile it's painful to wait, this waiting does actually have financial implications if you believe the higher the does, the higher the probabilitiy of something special in efficacy.
Be patient, it's a wait around good news, not bad.
muslix1 wrote:
one day it's going to be our turn pop up 20%...
but not today there's no news at 7.30 well see you tomorrow at 7.30 for news i hope