CA spoke here 9/28/22 Conference Call where he sa
Post# of 148110
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" 17:50: So the near term financing requirements for the company will be focused on re-entering clinical trials for NASH as expeditiously as possible. Now while we do plan to continue development in oncology, our focus will be toward certain solid tumors to insure that we can collect sufficient data in enough patients within select indications, namely, colorectal cancer, breast cancer and potentially in non-small cell lung cancer with combination agents. We said colorectal cancer or CRC, we will be looking at the metastatic, microsatellite stable population. This represents about 85% of all the diagnosed cases of CRC. This particular segment of CRC hasn't seen any meaningful therapeutic advancement in nearly a decade. Yet, the Survival rates in that population have considerable room for improvement. In breast cancer, rather than focus on only the mTNBC population, which really only represents about 15% of the total growth cancer market and has seen increased competition advancements in check point inhibitors and antibody drug conjugates, we are going expand our focus into Hormone receptor positive HER2 negative population which stands for roughly about 70% of the total market. We believe that mCRC and mTNBC each represent large opportunity for leronlimab, and we believe that the mechanistic rationale for using the drug in those populations is quite strong for a CCR5 inhibitor. Let me be clear, that we intend to run these cancer studies over sufficient period of time to generate a robust and meaningful clinical data set that a potential partner would find compelling.
19:45: In order to bolster our capabilities in both NASH and oncology, we have added additional scientific advisory board members, Dr. Jordon Lake and Yago Nieto who are experts in NASH and oncology respectively. Additionally, Dr. Stephan Gluk, formerly at Celgene and Regeneron has come on as both an SAB member and as an advisor to the company. Scott will be speaking more about these additions shortly. Internally we are seeking to bringing additional capabilities specifically within clinical, medical and quality functions. "
In Scott Kelly 9/28/22 CC introduced the new members of the SAB:
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" 24:00: So now I would like to introduce you to the newest members of our Scientific Advisory Board that Dr. Arman had mentioned. We are very proud of this. Dr. Stephan Gluk is the former vice president of global medical affairs at Celgene corporation since October 2014 until its acquisition by Bristol Meyer Squibb for $74 Million in 2019. He then served as the VP and the head of Oncology for Regeneron from 3/2020 - 3/2022 . Prior to Celgene, he was Professor at department of medicine at University of Miami in Florida. As VP of Global Medical Affairs at Celgene, he over saw breast, ovarian, bladder cancer activities worldwide, for the Celgene corporation as well as the Immunow Oncology program. He has been the principle investigator for 37 clinical studies in breast cancer . He has authored or co-authored over 250 articles. In addition, Dr. Gluk has written or cowritten a number of book chapters and numerous journal abstracts. He has presented more than 350 papers at national and international meetings. He will be assisting us in identifying partnership opportunities, trial designs, identifying collaborations, and solid tumor opportunities . "
In 10/31/22 Webcast , Cyrus Arman states:
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" 10:00: Regarding Oncology, as we discussed in our last quarterly call, we plan to focus on Colo-Rectal and Breast Cancer, where we already have a Fast Track Designation for mTNBC. Our Pooled Data in the Relapsed Refractory TNBC population showed promising survival data that we plan to follow up on. I want to re-iterate that NASH and solid tumors, each represent multi billion dollar valuation opportunities for the company, and we believe that Leronlimab has the potential to become the standard of care in these indications in the future . "
In the 12/7/22 R & D Update, Cyrus goes through mTNBC and CRC from the Basket Trial. 12/7/22 R & D Update mTNBC & CRC
Also, in the 12/7/22 R & D Update, Dr. Stefan Gluck educates us in Oncology and LL's effectiveness there in. Dr. Stefan Gluck 12/7/22 R & D Update