RE:RE:RE:Bad choice...In the last year I have a few good talks with Christian. I believe him to be an upstanding and honest person. And I also know that he and the team had worked tirelessly to even have gotten this trial started so fast. I also know that he, like many of us, has a personal stake in the war against this horrible disease. Perhaps Thera was a bit too optimistic about the timelines, but let us remember this is the first cancer trial they have done. And about where we are now, apparently we have had patients on TH1902 for several cycles. You only stay on a trial if you see efficacy, meaning no progression. So, at minimum we should have some patients with stable disease.
Wino115 wrote: I would say this board is generally highly informed about the key issues. So much so that we got ahead of ourselves with expectations once we figured out they must have dosed a few people with a few cycles at 420, and read that as good news. While it was, and still is in that it is the current 1a level of max dose, it got our expectations too far ahead so that we think anything less is a disappointment.
The fact is 300 should be fine and there's not reason they might not figure out where higher levels or more frequent administrations work to kill off the tumor and kill the vasculogenic mimicry and metastices ability.
On what to expect -- 1a is not just MTD, which we seem to have a good handle on now, but also the safety data. They should be able to release that and some of the PK/PD data --how much taxol was in the blood, those time charts they showed to see how quickly the taxol was absorbed, when they saw no TH1902 left in blood, etc... That kind of stuff that Qwerty, JFM (and the disappearing bfm) like to interpret for us all. Those were the two primary endpoints, so they have to talk about them. THe other stuff, and RECIST measures, were secondary.
Lee430 wrote: Wino once again thanks for the sage wisdom, shared pain with the board does make me feel a tad bit better now, soooo now thinking a smaller pitch fork and maybe just a bic lighter.....geeze dating myself now maybe instead that handy cell phone light and a light sabre instead ;->
Wino115 wrote: Looks like CEO and Board should have waited for the option grants which normally would have happened right about now. All underwater by a chunk and likely some previously issued ones woudl be expiring around now. This swoon from $4 to $2.70 likely wiped out some decent money.
I actually would have much rather seen these become worth a nice bit of change for them all. Much more preferable to see their rewards aligned with shareholders and them doing well so that we all benefit and they taste the value of seeing the share build it's value and reflect what they're hard at work doing. As of now, all that work and not seeing any value. Let's hope that changes soon. We will be able to see whats out on the proxy and see what was given or exercised. Shame they didn't keep that momentum going through the trial.