Post by
jfm1330 on Feb 05, 2021 12:10pm
To better understand the complexity of ADCs
Really great article. ADCs are a much more complex matter than I thought and more complexity means more possibilities for something to go wrong. It is quite technical, some understanding of biochemistry is necessary to understand the essence of what is explained in there. After reading that I am more convinced that a good peptide drug conjugate can be better than ADC, but it need to be good, good peptide, good linker and good target. That being said, ADCs and PDCs faced some shared challenges an that make this read interesting to identify and understand some of the potential problems that could be encountered by Thera's PDC. It is not a slam dunk at all.
https://ascopubs.org/doi/10.1200/EDBK_281103
Comment by
palinc2000 on Feb 06, 2021 7:53am
Oups wrong link!!! I will try to find it
Comment by
SPCEO1 on Feb 05, 2021 5:18pm
The work done here by JFM and others has been very helpful to me as I try to understand how high a chance of success we may have in that phase I trial. I am very grateful for it.
Comment by
palinc2000 on Feb 05, 2021 5:22pm
So what are the odds now? compared to the odds a week ago based on what has been posted ,,,,We all know about FDA s designation
Comment by
scarlet1967 on Feb 05, 2021 5:34pm
There have been many discussions re what they don't have "holes in their programs" thus low SP, well how is that those holes didn't stop comparable companies get credit for their progress yet THTX hasn't been ascribed any value for their progress, zero. Why not discussing what they do have and how to increase market awareness re their progress so far?
Comment by
palinc2000 on Feb 05, 2021 5:46pm
I dont care if they want to show that they are fluent in scientific terms but I just think its a waste of time,,,,,I like your post and mostly those of Wino but ,,,,,
Comment by
Greenviolino on Feb 05, 2021 5:57pm
No, the silent majority does not feel the same. Thanks for the insight on the science.
Comment by
scarlet1967 on Feb 05, 2021 6:09pm
Well the silent majority are investors who would like to have ROI and this is an investment board right?
Comment by
palinc2000 on Feb 05, 2021 6:23pm
Of course but a go /no go on clinicaltrials is based on managements decision and mostly based on their evaluation of the odds of success ,,,,,,Far from being a guarantee of sucess but if those with a scientific background dont think so then selling remains an option AS you know financial engineering is much easier to evaluate and much easier to react to bad decisions and faster
Comment by
scarlet1967 on Feb 05, 2021 8:11pm
This is not unusual question asked many times on Stocktwits??? https://stocktwits.com/manny1/message/284913302
Comment by
scarlet1967 on Feb 05, 2021 8:45pm
Then he goes to the amateurish designed website looking for investor presentation which he can't understand cause the long term value driver for this company which is the R&D programs is written so only people with science background understand! Now please tell me how the mom and dad investors would even consider this company as an investment when they can't understand the protocols!
Comment by
realitycheck4u on Feb 05, 2021 6:45pm
This post has been removed in accordance with Community Policy
Comment by
qwerty22 on Feb 05, 2021 11:29pm
Ur right. Just musing. When it matters we'll know until then let us just have the conversation.
Comment by
SPCEO1 on Feb 05, 2021 5:15pm
And it is worth noting that BCYC has a market cap of $645 million.
Comment by
jfm1330 on Feb 05, 2021 1:53pm
It is Beliveau, Richard Beliveau and he is not at Universite de Montreal (UdeM), but at Universite du Quebec a Montreal (UQAM). Sorry, Stockhouse does not accept french accents.
Comment by
SPCEO1 on Feb 05, 2021 3:16pm
I did forward to the CMO one of JFM's early posts on this subject. I imagine he was already well aware of it but it never hurts to make sure.
Comment by
Bucknelly21 on Feb 05, 2021 2:56pm
For a company who doesn't have much bad news we sure do lose a lot of market cap for no reason and do gain any for good reasons
Comment by
scarlet1967 on Feb 05, 2021 3:07pm
I have lined up a list of questions/suggestions addressing your and I believe many others concerns to discuss with Leah. I hope she doesn't only listen but hear our concerns, believe me I know how to talk the talk so it will be interesting to see if they start the walk the walk.