RE:RE:RE:RE:Quick Summary I never saw that chart but I take your word for it, point is it seems like many investors are missing the bigger picture. They are investing in a company and are laser focused in one of many potentials for instance let’s start with the least popular aspect of this company, the revenues/legacy drugs. The HIV MDR market by all means is not growing but by commercializing Trogarzo in several more European countries Trogarzo’s market will be growing as for Egrifta the longer PLWH are on ART the more chances of developing lipodystrophy so Egrifta’s market is and will be growing. I have put so many posts here and elsewhere about the medical issues due to excessive visceral fat and the purpose of RWE study re visceral fat is to educate doctors re the therapeutic benefits of Egrifta for many conditions and that by itself can boost the sales, who in right mind would neglect any attempts to increase revenues for a cash strapped company with costly R&D projects? Let’s move on to NASH, again allocating $50M initial investment to have a chance to tap into some $40B growing market is well justified but no one is interested in their NASH “asset” why is that? Now let’s talk about the most favorite aspect of the company among investors, their PDC technology. For a long time the favorite subject was early efficacy results mostly by one poster which has sky high expectations so anyone following this board get the false understanding that if no efficacy results among a handful patients the trial is a fail. The reality is this is wrong way to look at a phase1a clinical trial with only a handful participants for a new technology which has to prove many points from the affinity to the receptor, timely internalization , breakage of the cleavage, bypassing the efflux and eventually high concentration of the anti-cancer drug so look at it as series of action each need to be validated to land the high concentration in the cells now with 7, 10 or other multiples of the agent’s concentration one can be disappointed if there are no responds but we are not there yet so why investors freaked out today? My take lack of understanding of the process. Point is the company is making the right moves, having a measured approach for all their operations each can be used as an investment thesis but they need to convince investors and they need to stop relying on the word of mouth effect because that effect can backfire if the wrong information starts circulating among investors.
Wino115 wrote: I think there's a chart in one of their poster presentations showing how concentrated the drug was versus standard taxol in one of the tumor types. They did it for various ones and stated something like it was 4-7x more concentrated. Don't quote me, and I'd have to go find it, but there's a few mentions of it in their research documents.
scarlet1967 wrote: TH1902 conjugates two docetaxel molecules as per preclinical results a quarter of the PDC would equal same concentration of docetaxel alone once internalized doing the math you end up
with 10 or more intra cellular concentration.
JayjayUSA12007 wrote: Thanks for the summary:
How do you come up with this statement:"It seems the MTD will be at 300mg/m2 which is about 10 times more intracellular concentration of the docetaxel alone" ?
As 300 mg/m2 is about 1.5x the normal docetaxel treatment standard of care, if use this dose results in 10 times more intracellular concentration then SORT+ technology was proven. Is it your understanding as well ?