Here are some questions that need to be answered with primary source citations:
1. Which published, controlled human trial demonstrates leronlimab improves a hard clinical endpoint in any indication? Specify population, comparator, effect size, CI, and statistical plan.
2. For CLOVER, how can we attribute benefit to leronlimab when both randomized arms receive it? What follow-on control study is planned?
3. What are the complete ctDNA patient-level data: numerator, denominator, timing, missingness, assay threshold, and independent verification?
4. How many confirmed RECIST CR/PR responses are there, and what is the median response duration? Are any “complete responses” only molecular?
5. Which tumor biopsies, spatial assays, CD8/Treg metrics, stromal stains and receptor-occupancy tests are actually specified and available?
6. Why should 700 mg be superior to 350 mg? Is there convincing PK/PD, receptor occupancy, or clinical dose-response evidence?
7. What are the best independent reasons to believe this drug adds value to TAS-102 plus bevacizumab beyond existing evidence for the backbone?
8. What exactly identifies Merck (rather than another partner or a diagnostic/supply collaborator)? Is there a filed agreement with upfront cash, milestones, or royalties?
9. What is the cash runway after September financing, fully diluted share count, likely future trial budget, and next capital raise scenario?
10. What trial result would make you admit the thesis is wrong? What would make you stop buying
1. Which published, controlled human trial demonstrates leronlimab improves a hard clinical endpoint in any indication? Specify population, comparator, effect size, CI, and statistical plan.
2. For CLOVER, how can we attribute benefit to leronlimab when both randomized arms receive it? What follow-on control study is planned?
3. What are the complete ctDNA patient-level data: numerator, denominator, timing, missingness, assay threshold, and independent verification?
4. How many confirmed RECIST CR/PR responses are there, and what is the median response duration? Are any “complete responses” only molecular?
5. Which tumor biopsies, spatial assays, CD8/Treg metrics, stromal stains and receptor-occupancy tests are actually specified and available?
6. Why should 700 mg be superior to 350 mg? Is there convincing PK/PD, receptor occupancy, or clinical dose-response evidence?
7. What are the best independent reasons to believe this drug adds value to TAS-102 plus bevacizumab beyond existing evidence for the backbone?
8. What exactly identifies Merck (rather than another partner or a diagnostic/supply collaborator)? Is there a filed agreement with upfront cash, milestones, or royalties?
9. What is the cash runway after September financing, fully diluted share count, likely future trial budget, and next capital raise scenario?
10. What trial result would make you admit the thesis is wrong? What would make you stop buying
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