Lots of things where discussed. Some new. My takea
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Posted On: 02/06/2020 6:27:28 PM
Lots of things where discussed. Some new. My takeaways in order of importance (this, of course, is not comprehensive, just my “noteworthy” points of the meeting with my own comments):
The Licensing of Lero for Cancer in with large pharma for China that is involved in CAR-t and STEM cell has the potential to be huge. My BIG concern is the protection of the Patent(s), however accounting for the market we are talking here very serious money (and dealings with a large group). Not sure if this is indication by indication licensing or “basket” licensing, I believe is the latter. However, the group seems to be big and therefore things might move forward very quickly. If China goes forward FDA will have some more data AND a push to advance Lero here in the USA. Streamline path with the company. Press release will be announcing all of this when this is done.
Patient #4: Now we know that count was reduced in 30% after 4 weeks (45 to 30).
Patients #5 and #6 enrolled, 4 being screened and in few weeks will have total of 10 patients.
Possible deal with China for Corona virus with the same group. They have 8 tier-1 hospitals. Clinical trials to start immediately. Response data with effectivity for Coronavirus will come quick. If this works the resultant market will be large.
NASH Business development person working with few companies. There are more tests being carried out by another company in alignment with last product that got the large licensing agreement (it might be that they are trying to better the results that other company obtained for negotiating purposes). If this, once again probes positive, could open the door for a deal. Report from Dr. Lindell coming and will be published.
Basket trial submitted to FDA 22 solid tumor cancers. Protocol under same IND for cancer can start immediately. Few weeks to get the IRB green light, end of this month we can start enrolling (now 70 patients). In two months we will have lots of confirming data?
They are “keeping their eyes out” for a potential up-list and full aware of requirements (Nader apparently knows by heart the requirements).
Retired two outstanding notes, warrants are being exercised.
BLA delayed till end of Month (February)
And last but not least NP:
The Licensing of Lero for Cancer in with large pharma for China that is involved in CAR-t and STEM cell has the potential to be huge. My BIG concern is the protection of the Patent(s), however accounting for the market we are talking here very serious money (and dealings with a large group). Not sure if this is indication by indication licensing or “basket” licensing, I believe is the latter. However, the group seems to be big and therefore things might move forward very quickly. If China goes forward FDA will have some more data AND a push to advance Lero here in the USA. Streamline path with the company. Press release will be announcing all of this when this is done.
Patient #4: Now we know that count was reduced in 30% after 4 weeks (45 to 30).
Patients #5 and #6 enrolled, 4 being screened and in few weeks will have total of 10 patients.
Possible deal with China for Corona virus with the same group. They have 8 tier-1 hospitals. Clinical trials to start immediately. Response data with effectivity for Coronavirus will come quick. If this works the resultant market will be large.
NASH Business development person working with few companies. There are more tests being carried out by another company in alignment with last product that got the large licensing agreement (it might be that they are trying to better the results that other company obtained for negotiating purposes). If this, once again probes positive, could open the door for a deal. Report from Dr. Lindell coming and will be published.
Basket trial submitted to FDA 22 solid tumor cancers. Protocol under same IND for cancer can start immediately. Few weeks to get the IRB green light, end of this month we can start enrolling (now 70 patients). In two months we will have lots of confirming data?
They are “keeping their eyes out” for a potential up-list and full aware of requirements (Nader apparently knows by heart the requirements).
Retired two outstanding notes, warrants are being exercised.
BLA delayed till end of Month (February)
And last but not least NP:
Quote:
I don’t think double digits is right number for this stock, that’s me, now triple digits … I still think that that’s not enough for this …
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