Post by
canadafan on May 20, 2021 10:09am
The Panc cancer results are very good!
The Panc cancer results are very good.
Panc cancer is almost untreatable. They showed moderate efficacy....that is great.
add that on- top- of , most recent Car-t results " complete cure" and Mbc & a bio marker
they have good reason to be somewhat arrogant, with the future.
enough $ to last 1.5 yrs & about 3 major announcements within next 6 months.
The Car-t partnership will be early ( my prediction) this fall.
moving SP into a reasonable range, to negotiate the phase 3 deal.
lots of irons in the fire & the SP does not come even close to reflecting that.
Comment by
JohnnyYeg on May 20, 2021 11:49am
Are you serious Actuarial??? "don't know if modest efficacy is good"?? For a death sentence like pancreatic cancer, honestly tell me modest efficacy isn't good. SMH.
Comment by
Actuarial on May 20, 2021 12:22pm
Don't forget. pembrolizumab alone also play an important role in the treatment. That's why it is called modest rather than "very promising".
Comment by
fox7mf on May 20, 2021 11:33am
As per usual, another great post canadafan. Onc smacks of confidence, and a partnership(s) or a complete buyout is coming before the end of the year. IMO.