if leron beats SOC or makes PD-1 PD-L1 ICIs work in

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if leron beats SOC or makes PD-1 PD-L1 ICIs work in mss-crc, then everyone gets rich.  i know i'm going to get pummeled for posting this, but anyway, imo this particular trial is not a slam dunk.  i could certainly use a win in my investment.  i want it as much as anyone.  but first there needs to be data proving something in mss-crc.  leron clearly worked with ICIs in tnbc.  leron didn't do well without the ICIs.  and mss-crc is generally colder and tougher than tnbc.  

there will be 30 opportunities at 700mg and VERY low bars to beat at least.  the SOC comparison just needs double digit ORR to "beat".  and for any ICI dosing they need to beat 0%.  and, in this trial, whatever positive results occur will definitely be attributed to leron.  

durability needs to carry thru the 2nd scan.  leron works fast.  it seems like a single dose is any indication improves the patient's outlook.  but as good as that seems to be, it also means that cancer starts looking for alternative pathways early in the process towards the first scheduled scan, at either 8 or 12 weeks.  leron is killing cancer cells with the first dose, which means its beating the myriad of defenses employed by the tumor.  but it all comes down to durability for ORR vs SOC, and or durability for an ICI to have a strong enough immune response to utilize vs the tumors.    

i won't post about this repeatedly.  i might reply one time, briefly, after getting pummeled.  

i'm holding, i know it worked in tnbc with ICI, i think it has a chance in mss-crc vs the low bars.  i just don;t see it as a slam dunk, particularly for the current mss-crc trial.  i think a leron / ICI mss-crc combo trial would be exciting to watch. 

leron in compassionate use vs mss-crc wasn't a clear indication of leron being effective in mss-crc.  the outlier had a resection 2 months after starting leron and folfox.  folfox often leads to resection.  prior to resection that patient was a PR, not a CR.  so really there were 3 PRs.  anyway 60% is great, but folfox is capable of that.  so its hard to say what went on in the compassionate use cases.   
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