Theralase Technologies Inc. V.TLT

Ruvidar vs Creto visuals

[DJDawg]

DW used this phrasing that Creto is destroying Ruvidar. That seems to be an overstatement by a wide margin. I would say that immunotherapies of various types, if you are relentless with instillations in the bladder will keep CR going but it is unclear how truly durable that is when you stop all these instillations.

I have taken the swimmers plots for both monotherapy agents and put them in excel. Moved a few rows around to clump certain colours together and added the intervention timepoints.

See thes urls for images of the side by side swimmers with extra detail.

First
9 month only side by side

https://postimg.cc/2LZWN9w3

Second
Full ruvidar vs Creto to date

https://postimg.cc/9DWDLQvD

I will do the same one for the one where they added Keytruda

My first round of take aways is the the number of treatments vs the results makes Ruvidar very much stronger. The way they presented the Creto data makes it look like the CR's hold well but you can see from the expanding red segment that that is not actually the case. The repeat inductions don't seem to make a huge difference as evidenced by the bottom red section where you can see all the ones that got a do-over at 3m.

[Dumbeldorfwhite]

But the reality is you ignored the other trials CRETO is being studied and selectively chose the monotherapy, in the CORE study the 12 month data indicated a 68% CR, so check back in to reality and realize that these immuno agents can and are combined and people are going to go with the agent that gives them the best shot to beat cancer

[socksnblonds642]

Definitly. That's a no brainer. It's too early to talk like its the best cure. Very promissing results but wouldn't you agree that TLT is very similar with much less applictions and less side affects? Are you selling your TLT stock? If not why? 

[Dumbeldorfwhite]

I don't think the results are that similar for a patient to choose a 30% dip in potential CR because it's less applications. It's every 3 months it's not every week. And as far as selling, I'm down 40% so I will hold, I will sell likely if BTD is announced unless something material happens with the virus front in the meantime. Which is in my opinion an easier field to break

[Oilminerdeluxe]

Are you seriously understanding what you are writing? If what you say is true, then there is absolutely no reason to hold on to your TLT shares. Zero, none, zilch. If TLT is destroyed, then there is no reason to hold, BTD won't change a thing if true. Unless... you didn't speak the truth. 

[Dumbeldorfwhite]

Yes it will it will transiently spike the price and I will recoup my losses

[Benedictus]

I'm curious why you think their virus research would be any kind of catalyst.  They are still in the post in vitro pre-clinical phase with that very early stage research, and even those results aren't expected to be complete until Q2 next year. I would put zero expectation on that being any kind of sp catalyst. 

[Dumbeldorfwhite]

Not sure where you got Q2, from my understanding the animal research with PHAC was set to conclude this quarter so an update should be next quarter, that's if everything stayed on timeline which well, never seems to happen. And it's pretty simple, their virus research at least seemed to garner outside interest with the PHAC agreement and if it works out, then they could possibly contract

[Benedictus]

It's in the recent MD&A. 

[Dumbeldorfwhite]

Do u have a link or paragraph to cite? The only thing I can find is dating back last year saying animal research is set to conclude Q4

[Benedictus]

It's pdf page 14 of the MD&A https://ceo.ca/content/sedar/TLT-2023-11-29-interim-mda-english-1543.pdf

[Dumbeldorfwhite]

Thanks I'll take your word for it, not a fan of Sedar