Excellent questions, and I have considered many of
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Posted On: 03/22/2020 12:54:14 PM
Excellent questions, and I have considered many of them myself.
Couple of data points that you have undoubtedly already considered:
1. 3/19/2020 Press Release: LINK HERE
Comment: Normally, a company would not make this kind of assertion unless enough time had elapsed for an adverse reaction to have actually manifested itself. So, does that mean one day, several days, or a full week? Don't know.
2. 3/20/2020 Investor Call: LINK HERE
See bolded text:
Comment: Dr. Patterson was already very busy "testing important samples" that conceivably were taken from the two patients. I'm not a clinical doctor -- would samples be tested on a daily basis in order to track the incremental effects of the MOA -- or would you wait until you thought there might be a material change from the baseline pre-treatment samples before testing?
Then there's the fact that IncellDx is located in San Carlos, CA: LINK HERE -- which suggests that he might be receiving samples via FedEx (or other) on a daily basis.
Also wondering about the exact role Dr. Patterson is playing in these tests. Are these same tests not being conducted locally in Brooklyn, and are the doctors there only looking for outward signs of stabilization or recovery?
Couple of data points that you have undoubtedly already considered:
1. 3/19/2020 Press Release: LINK HERE
Quote:
Neither patient has had any serious adverse reactions to leronlimab since it was administered.
Comment: Normally, a company would not make this kind of assertion unless enough time had elapsed for an adverse reaction to have actually manifested itself. So, does that mean one day, several days, or a full week? Don't know.
2. 3/20/2020 Investor Call: LINK HERE
See bolded text:
Quote:
00:05 we got about 40 questions I don't know
40:07 if we have time because we have another
40:08 presenter do you want to take a few more
40:11 and then we'll
40:12 maybe we'll actually address all of
40:15 these are probably in a follow-up
40:17 interview where you can go through them
40:19 we have like a question well let's have
40:22 just two more please we got a very busy
40:24 day and dr. Patterson is in a mixture [the middle] of
40:26 testing a lot of important samples for
40:29 us right now with coronavirus so but go
40:31 ahead please okay
Comment: Dr. Patterson was already very busy "testing important samples" that conceivably were taken from the two patients. I'm not a clinical doctor -- would samples be tested on a daily basis in order to track the incremental effects of the MOA -- or would you wait until you thought there might be a material change from the baseline pre-treatment samples before testing?
Then there's the fact that IncellDx is located in San Carlos, CA: LINK HERE -- which suggests that he might be receiving samples via FedEx (or other) on a daily basis.
Also wondering about the exact role Dr. Patterson is playing in these tests. Are these same tests not being conducted locally in Brooklyn, and are the doctors there only looking for outward signs of stabilization or recovery?
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