RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Not one, but two positive news items out today I think signing with PanCan and actually commencing enrollment of the Phase III should give us a boost. I am concerned that we blew through that 90-day window. It's unbelievable (or rather all too believable) that management set that expectation and didn't deliver. Management consistently over-promises and underdelivers.
When they first revealed the pancreatic results last December, I had a feeling that they were telegraphing that they would not be proceeding with mbc. The whole point of Bracelet was to identify a checkpoint inhibitor and we failed to do that. For the recorsd,I prefer to proceed with pancreatic which I think offers the last, best hope for this company. (On that note, when will we see OS data for mbc?)
For what it's worth, I do believe that there is efficacy here--otherwise I wouldn't be here still. And I think that the pancreatic results are legitimately good. And in fairness, that efficacy is probably best shown sooner in treatment, rather than at the end.
However, I also think with a shorter track record and a better management team, we would be worth multiples of what we are worth now.