RE:RE:More on the Meeting with ManagementI would add that what Marsolais said about phase Ia matching pretty well with preclinical data is a bit strange from the outside, because from what we know, it does not match at all with their previous claim that on mice they could achieve three time the MTD of docetaxel. At 1.3 times the MTD on humans as the likely phase Ib dose, they are very far from matching three time the MTD. That does not mean the concept does not work, it more likely means that a nude mice is not an advanced human cancer patient.
jfm1330 wrote: Remember that if TH1902 works to some extent, it would only be the first step with SORT1+. Many other PDCs could emerge from it with a proof of concept, and it is likely that a more potent PDC is possible with a better cytotoxic drug than docetaxel. With docetaxel, they went with the well known thing. Not a bad way to approach it, but by no means the best cytotoxic drug on paper. With a proof of concept, the value switch to the platform, not only TH1902. That's the way a potential big pharma buyer would see it, at least, that's the way Thera would have to sell it.
SPCEO1 wrote: Will TH-1902 get that BTD because it is shown to be highly effective and safe? Or will it just be another decent cancer drug among many others? Time will tell, but TH-1902 definitely has a chance to be something special and we will likely know more about those chances before the year is over.
I will have more later.