Many unknowns, one thing we know for sure In the past week, or so there have surfaced many corporate changes/ modifications.
Andew D is gone. Perhaps fired, quit, we don't know.
A new scientific advisory committee member has been added.
Now a posting for a " medical writer"
Options available, no solid conclusions yet if Matt utilized or not. That reporting is due next few days.
These are all significant corporate changes.
I agree hiring a medical writer indicates plans to ramp up for something.
Imho, weekend comentsry
Those who have been around longer than a few years, know full well.
1. Onc has mutiple sucsesses with Roche. Aka Goblet trials. 3 out if 4 arms, yeilded well above standard of care resukts.
2. They have answered every possible question, pre- phase 3 for MBc & Pancreatice cancer.
3. The PanCan approval was pulled, not of anything to do with Onc, but PanCan delays of federal funding. Yet they still committed to the $5million grant. To add an additional arm, for Pancreatic cancer.
4. There are more than 3 lower attention opportunities, not dead, but not being discussed.
Car-t , being one.
conclusion, on the science side they have carried the ball as far as it can go.
Now it's time to make a deal & move forward.
Again anyone around for a few years or more can agree.
Management knows that The B.O.D. Knows that.
All the analysts know that.
Observationalky ?
Very strange management changes. Anyone can spin the information anyway you want.
My bottom line?
They are in process of changing for a better future. You. Don't add positions if the company sees trouble ahead.
The phase 3 trial(s) will start.How & with who? We will see soon.
On the $$ side of Things? Corporate structure. Share dillution etc etc.?
im still of the opinion a buyout is the best option at this time.
Regardless of any speculations, we will know a lot more before year end.
At this stage, nothing would surprise me.
Best of health & wellbeing all the Onc chat folks. Let's hope 2024 is better than 2023.