Post by
Journeytc on Aug 10, 2023 8:57pm
My thoughts on webnar
Key takeaways for me and correct me if wrong...
1. Great things begin happening from here to the end of this year that will drive share price
2. Full steam ahead on pancreatic trial phase 3. Signoff next couple of months with pancan. Looking at about 180 patients. A go no go decision after 100 by as early as end of 2024. Enrollments gotta start early 2024 I'm guessing to make this happen.
3. Expect enrollment in breast cancer to be a little more than 6 to 9 months from now. Per discussion around ten minute mark..... "holding off on description of patient population until the very end". I take the very end to mean submission of the Phase 3 trial design. Approval and enrollment to follow. I suspect patient overall survival drives the time period. Longer delay maybe a good thing. I expect in a good way a disconnect between PFS and overall survival that strengthens Paleo as therapeutic and may still set it apart from the competition.
4. Both 1 and 2 come with partnership and promote ONC into a phase 3 company. This is a very big deal.
Some set back on metastatic breast cancer for sure with ADC. That said... Be patient, Paleo will be a huge block buster and an industry benchmark once they include treatment of flu symptoms in trial protocols and/or use the correct immune check point inhibitor. Did they say they were going to try another ICI or was my memory getting away on me?
Comment by
megaflop on Aug 10, 2023 9:28pm
Pelareorep is normally shortened to pela, not paleo. Good synopsis otherwise. Thanks. Pretty much what I heard too. I do not think they said ONC will try another CI, but a partner or buyer may well want to at some point. Sometime in September we should hear about finalizing the PanCan agreement. More panc and crc results at end of October. Exciting times.