RE:RE:RE:RE:RE:RE:RE:10% drop for what This Investor call will be a DISASTER LIKE USUAL. And like last call too. They ask "Any questions?" Then nothing. The reason is that they have no clue how to set up a software system to make it easy to ask questions. It's always difficult. Actually it's always impossible. And then even when we did ask questions, they only answer one. It's stupid.
SPCEO1 wrote: On the poster it indicates that moderate to strong Sort1 expression (H score >100) was found in around 60% of the available patient biopsies. but ""data is insuffecient at this time to correlate efficacy with Sort1 expression".
So, they did do an undetermined amount of biopsies. I find the 60% number to be lower than I would have thought. I imagine the FDA is going to want to see enough data to correlate it before allowing things to move forward. I also imagine THTX is going to figure out how to get that info but there was nothing in the PR about biopsies. Nor was there any info in any of the communications prior to phase 1a & 1b as best I can recall. So, it is clear as mud at this point whether biopsies are normally done or when they are done. Should be a good question for the investor call.
jfm1330 wrote: Yeah, but it would be so useful to have this data to be able to corelate any efficacy with real sortilin expression. That's the big freakin hole in all of this story. I still don't understand how you can develop a targeted drug without precisely assessing the level of target expression and location. If this strategy is valid, efficacy is supposed to be dependant on the "quality" of sortilin expression. Other factors can play a role to hamper efficacy, like taxanes resistance, but without proper sortilin expression, failure is assured.
SPCEO1 wrote: "Patient selection has also been refined to focus on those who are less heavily pretreated, with no more than one taxane failure and a maximum of eight prior cancer treatment regimens."
Not what you were hoping for but I imagine they think sortilin is overexpressed enough in ovarian cancer that there is limited utility in a screening for it before treatment? jfm1330 wrote: Nothing on protocol for patient selection, have I missed something?