Post by
Journeytc on Sep 11, 2024 5:05pm
Fireside Chat
Chat sounded pretty good to me. Horrible body language. What i heard for breast cancer.
Final results of Bracelet immanent. Guess that means next major conference.
Planning to run a phase 3 with accelerated approval. Their market includes those relapsing from ADC treatment. Im not sure if they have yo run a transition to phase 3 because they argueably serve a different population.
ONC estimates market potential for pela at 55,000 people per year. If they earn 100,000 us dollars per person thats 5.5 billion US revenue per year. I cant recall what the original expectation of population was? Still strong numbers for a company with a 73mm dollar market cap.
My computer crashed in the middle. And now i cant logon to recording.
im missing details. Please fill in the blanks. I didnt hear anything about using biomarkers to tailor treatment population. But assume they will try. Did they say anything about when enrollment might begin?
Theres still great opportunity here with breast and pancreatic. Historically their plan was always to partner going well nto phase 3.
Comment by
throwaway11 on Sep 13, 2024 12:12am
What is the deal here? I remember listening to Matt Coffee do an interview with a guy from RBC way back in 2020, early 2021 and it seemed like they were on their way somewhere, but the stock is not looking great.