RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The listBe careful what you wish for. They would need to explain why it works on prostate cancer and not on other cancer types known to overexpress sortilin at a higher rate. Also, it would be very important to know if the two prostate cancer patients had a sub-type of prostate cancer overexpressing sortilin. They said nothing on that. Another proof that the picture is far from clear and they don't look like they intend to make it clearer. I have much more problems with the weakness of their scientific communication than I have with stock promotion. They told us at the beginning of phase Ia that the FDA requested them to enrol all comers in phase Ia because FDA wanted to see if there was a link between efficacy and sortilin expression. To know that, you need to have biopsies of the patients tested for sortilin overexpression. Do they have this data? We don't know. If not, why bother with this all comers criteria? Again. Poor scientific communication, maybe on purpose because they don't want to alert competition or a potential hostile buyers, but as shareholders, we don't know much, and analysts are useless to ask good scientific questions.
SPCEO1 wrote: Since prostate cancer is apparently not one of the cancer types heavily overexpressing sortilin, yet they had some good phase 1a results with it, maybe it is a good thing 1a was an all-comers trial. What if it turns out that prostate cancer is the first cancer to get two successful phase 1b patients and ends up being the phase 2 trial and eventually wins approval? Obviously, a lot of what-ifs but the world is often a crazy place where the pre-determined expectations based on the science get turned upside down.
jfm1330 wrote: Turn it the way you want, not directly testing patients for sortilin expression is clearly a subpar way to do this trial. Again, overexpression is relative, with the exact data about overexpression they would better understand what is going on and the relation with efficacy and they would not treat patient for nothing.
I understand this is early and that biopsy in most cases is painful for patients ans can involve some risks of internal hemorrhage. I know it, I got one from the liver and you need to lay down on a bed, not moving, for three hours to be sure it will not bleed inside your body. So I understand all they want is to treat patient with good odds of overexpressing sortilin, but they will have to do things differently in phase II and beyond.