Good day to all, I am on the record stating tha
Post# of 148325
(Total Views: 959)
Posted On: 11/07/2020 8:32:20 AM
Good day to all,
I am on the record stating that I like these CCs, even if, like the Pavlov dog, the price always goes down afterwards. Last was a good one indicating one thing: we are going forward.
One of the topics that are "music to my ears" is the Oncology progress. With the late focus in COVID we need to remember we are participating in a basket trial with 22 indications !!! During the conference NP said that he was excited and that he had no doubt that there is a ”signal” in cancer.
One can factor-in or not what he says. I am sure some will some others won’t. I am personally optimistic keeping a healthy skepticism. But we need numbers.
Which numbers?? CTCs and CAMS counts. We have 14 patients in our basket trials we know there have been a reported tumor shrinkage and reported reduction on the counts. When we were dosing under IND, starting with Patient 1 (P#1) on 9/27/19, this reported tumor shrinkage. NP M-I-L has been treated since 11/25/19. P#4 dosed 1/7/20 reported a CTC count reduction of 70%, P#5 (England, 2/4/20) reported CTC drop to 0 after 3 weeks.
As we all know, metastasis is responsible for a large percentage of mortality on Oncology.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3597235/
The estimation is that 90% of deaths are from metastatic cancer. That is, if LL indeed can reduce CTCs and CAMLs we will have a substantial impact on clinical outcomes for patients (substantial might be an understatement).
Whatever the case might be, cancer is a very difficult condition to treat (because is a very complex disorder) but, if one has a drug that works (a huge IF), it has a straightforward measure of efficacy. This should reflect patient benefit in terms of OS (Overall Survival), PFS (Progression-free survival) or improvement of quality of life during the period of survival.
The “accepted” measures are improvement of median OS greater than three months with low toxicities and when PFS is the primary end-point 4-6 months’ difference.
Now. If we get a clinical benefit in any indication of a reasonable magnitude, we are golden.
What I mean with this is that the X10 GILD price would be achievable. But, let’s get back to earth because we have nothing for the time being.
If the investment community at large understood the potential magnitude of what Leronlimab could do in this area the price should be double digits (I agree with Nader in this one, but, for Oncology reasons, if you catch my drift) right now . However, we seem to either, not understand, or don’t believe or are instant-gratification swingers with no patience to wait till the data is gathered.
This inefficiency is good, because it allows some investors still to purchase shares at this prices with the huge underlining potential.
Hopefully we will get some numbers soon !!!
I am on the record stating that I like these CCs, even if, like the Pavlov dog, the price always goes down afterwards. Last was a good one indicating one thing: we are going forward.
One of the topics that are "music to my ears" is the Oncology progress. With the late focus in COVID we need to remember we are participating in a basket trial with 22 indications !!! During the conference NP said that he was excited and that he had no doubt that there is a ”signal” in cancer.
One can factor-in or not what he says. I am sure some will some others won’t. I am personally optimistic keeping a healthy skepticism. But we need numbers.
Which numbers?? CTCs and CAMS counts. We have 14 patients in our basket trials we know there have been a reported tumor shrinkage and reported reduction on the counts. When we were dosing under IND, starting with Patient 1 (P#1) on 9/27/19, this reported tumor shrinkage. NP M-I-L has been treated since 11/25/19. P#4 dosed 1/7/20 reported a CTC count reduction of 70%, P#5 (England, 2/4/20) reported CTC drop to 0 after 3 weeks.
As we all know, metastasis is responsible for a large percentage of mortality on Oncology.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3597235/
The estimation is that 90% of deaths are from metastatic cancer. That is, if LL indeed can reduce CTCs and CAMLs we will have a substantial impact on clinical outcomes for patients (substantial might be an understatement).
Whatever the case might be, cancer is a very difficult condition to treat (because is a very complex disorder) but, if one has a drug that works (a huge IF), it has a straightforward measure of efficacy. This should reflect patient benefit in terms of OS (Overall Survival), PFS (Progression-free survival) or improvement of quality of life during the period of survival.
The “accepted” measures are improvement of median OS greater than three months with low toxicities and when PFS is the primary end-point 4-6 months’ difference.
Now. If we get a clinical benefit in any indication of a reasonable magnitude, we are golden.
What I mean with this is that the X10 GILD price would be achievable. But, let’s get back to earth because we have nothing for the time being.
If the investment community at large understood the potential magnitude of what Leronlimab could do in this area the price should be double digits (I agree with Nader in this one, but, for Oncology reasons, if you catch my drift) right now . However, we seem to either, not understand, or don’t believe or are instant-gratification swingers with no patience to wait till the data is gathered.
This inefficiency is good, because it allows some investors still to purchase shares at this prices with the huge underlining potential.
Hopefully we will get some numbers soon !!!
(24)
(0)CytoDyn Inc (CYDY) Stock Research Links
Scroll down for more posts ▼