Here's my take. We actually do have hard science.
Post# of 157598
(Total Views: 475)
Posted On: 09/18/2025 11:34:41 AM
Here's my take. We actually do have hard science. The data points from the TNBC and Colorectal are data from actual trials and are not anecdotal. The issue is we need more of it (data) from a trial that shows MOA and with proper endpoints. I think we have the trial (Phase II Colorectal) that will give us that now in place. TNBC will follow soon.
Dr J is one of the best things to happen to this company. Smart management with limited resources will pivot and put on the frontrunner indications (TNBC and Colorectal) when they see a better opportunity, and they have done that without abandoning the others (look at the website pipeline). The setup of protocols, regulatory approvals of protocols, setting up clinics, etc takes a big effort and time to do it properly, especially for a small biotech They have done that and now we will get the additional confirmation data we need in a targeted trial that will prove MOA (PD-L1 increase) and an endpoint that will prove efficacy.
Point here is that we are in a position now to get the additional data to prove what we know about this wonderful molecule.
So, I have not changed my opinion or support for Dr J and management one iota. They have the right strategy and have set it up for success, open waters.
As a long-time long investor in the company, I understand the frustrations on shareholder communications. Do I think management should communicate more often with shareholders? Yes. However, I believe that they are waiting to communicate because they believe that they will have more to say soon and want to wait until then. Another possibility is that they are in an NDA. My personal opinion is that they believe that they will have something substantial to say by next quarter before January and are waiting until then.
Keep on keeping on and staying long
Dr J is one of the best things to happen to this company. Smart management with limited resources will pivot and put on the frontrunner indications (TNBC and Colorectal) when they see a better opportunity, and they have done that without abandoning the others (look at the website pipeline). The setup of protocols, regulatory approvals of protocols, setting up clinics, etc takes a big effort and time to do it properly, especially for a small biotech They have done that and now we will get the additional confirmation data we need in a targeted trial that will prove MOA (PD-L1 increase) and an endpoint that will prove efficacy.
Point here is that we are in a position now to get the additional data to prove what we know about this wonderful molecule.
So, I have not changed my opinion or support for Dr J and management one iota. They have the right strategy and have set it up for success, open waters.
As a long-time long investor in the company, I understand the frustrations on shareholder communications. Do I think management should communicate more often with shareholders? Yes. However, I believe that they are waiting to communicate because they believe that they will have more to say soon and want to wait until then. Another possibility is that they are in an NDA. My personal opinion is that they believe that they will have something substantial to say by next quarter before January and are waiting until then.
Keep on keeping on and staying long
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