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It just so happens that I have brother in law who is visiting this week. He has worked for BP(GSK, etc) in running drug trials and currently works for a small pharmaceutical company running cancer trials.
I told him I was investing money in a small company that is working on a mTNBC drug. That is close to us as many of you know, my wife(his sister) had breast cancer 4 years ago.
I asked him about the 2 mTNBC press releases from this morning and in July.. He read thru them and said--IF this is accurate, this is ground breaking. His quote was "most new drugs--if you get a 30-40% improvement in PFS, that is huge". At first blush the LL trial is talking 10-15X that .
Here were a couple of more of his thoughts:
BTD=a direct conduit to the FDA in regards to LL. It doesn't mean it is going to be approved or Drs are able to use LL but it in theory, BTD makes it easier to get the drug approved by the FDA as there is a lot of direct conversations that happen and the FDA has agreed that this drug has potential.
His company has multiple drugs right now that are classified as BTD--so he is very familiar with it. He said that CYDY still needs a larger trial size to prove that it works and needs to prove to the FDY WHY it works. I hope that they can do both. I talked with him about the no SAE and that it has been proven over the years with the HIV trials. Again, he said that was very important.
The 2nd thing that came out of his mouth was--do they have enough money to run a larger trial. If they do--great, but from the press releases, his thought was that CYDY is setting itself up to either one of 3 things--in no particular order
1. Partnership
2. Merger
3. Buyout
He is back in the mid-west on vacation until the weekend and is going to visit the CYDY website to learn more about LL, watch the Dr Kelly video, read up on it etc. He said he was familiar with a couple of Drs on the SBofA and that was a positive he thought for the company.
He is familiar with CCR5 and is going to talk with some pharmacologist friends in the industry to get their thoughts when he gets back to work next week.
The longest post of mine EVERY and I do believe it was very interesting to talk with him this morning. I'll keep everyone posted on anymore of his thoughts after he does some research.
NJ
I told him I was investing money in a small company that is working on a mTNBC drug. That is close to us as many of you know, my wife(his sister) had breast cancer 4 years ago.
I asked him about the 2 mTNBC press releases from this morning and in July.. He read thru them and said--IF this is accurate, this is ground breaking. His quote was "most new drugs--if you get a 30-40% improvement in PFS, that is huge". At first blush the LL trial is talking 10-15X that .
Here were a couple of more of his thoughts:
BTD=a direct conduit to the FDA in regards to LL. It doesn't mean it is going to be approved or Drs are able to use LL but it in theory, BTD makes it easier to get the drug approved by the FDA as there is a lot of direct conversations that happen and the FDA has agreed that this drug has potential.
His company has multiple drugs right now that are classified as BTD--so he is very familiar with it. He said that CYDY still needs a larger trial size to prove that it works and needs to prove to the FDY WHY it works. I hope that they can do both. I talked with him about the no SAE and that it has been proven over the years with the HIV trials. Again, he said that was very important.
The 2nd thing that came out of his mouth was--do they have enough money to run a larger trial. If they do--great, but from the press releases, his thought was that CYDY is setting itself up to either one of 3 things--in no particular order
1. Partnership
2. Merger
3. Buyout
He is back in the mid-west on vacation until the weekend and is going to visit the CYDY website to learn more about LL, watch the Dr Kelly video, read up on it etc. He said he was familiar with a couple of Drs on the SBofA and that was a positive he thought for the company.
He is familiar with CCR5 and is going to talk with some pharmacologist friends in the industry to get their thoughts when he gets back to work next week.
The longest post of mine EVERY and I do believe it was very interesting to talk with him this morning. I'll keep everyone posted on anymore of his thoughts after he does some research.
NJ
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