Thursday, November 26, 2015 2:11:10 PM
Happy Thanksgiving to all members of this 'family', to all your loved ones, and wishing you an abundance of great things in your life and much to appreciate.
While being a MIA lately due to work pressure and family circumstances - I was able to catch up on many excellent posts and am thankful for all that you all do to keep raising the bar on this board. There's nothing else like it out there!
There are others that are able to be thankful for whom, just a mere 18-24 months ago, life would be headed for an untimely and accelerated death due to this aggressive disease with many faces and sinister ways.
Faces of Cancer
I wanted to share with you such case, one of so many at this point, who has had his life transformed and literally returned from the dead, by this new class of Oncology medication
This individual is a Ipi refractory patient who, as a last resort, joined a clinical trial testing an Anti PD-1 drug, MK-3475 (now known as Keytruda). Where just a short time ago - his prognosis relative to the state of his disease, would be 4-12 weeks to live at best - the outcome has been nothing short of a miracle. People just did not come back after being that far down the path of an advanced disease.
See more of the story at the following page: Oncolog
With the approved Anti PD-1s from Merck and BMS, Melanoma may get 35%+/- response rate, and NSCLC gets close to 20%. Head and Neck,Renal Cell Carcinoma, Multiple Myeloma and other cancer types achieve from low teens to just around 40% response rates depending on the type and personal biological and histology circumstances.
While we are investors in a public company, so many of us are also here to personally be a part of something that brings a great new set of tools to the battlefield against cancer. We definitely care about this not being measured purely and only in the financial dimension, but rather as a great win for humanity. A leap that will only be possible to comprehend at some point later - when stories, pictures and the benefit of history can shed the appropriate light on what 'was' and 'is', not just what 'will be'.
The Anti PD-1 class, as well as other downstream checkpoint inhibitors currently in testing, will make possible some amazing outcomes as they become more available and get through the regulatory pipeline. The above individual is only the beginning.
Possibilities
Imagine if the mouse-equivalent 200% - 300% improvement seen with Bavituximab in Preclinical is met in humans when combined with Anti PD-1, PD-L1, IDO, LAG3, etc. A select group already knows whether that feat is pure imagination or that therapeutic leap that will get us there
How many more of the people, such as the patient above, get to walk away feeling like a cat that fell off the 10th floor porch - only to shuffle away after dusting it's fur off? Patients walking into what was traditionally 'plan your end of life' discussion, will more commonly see outcomes like the above. As the combinations start to be commercially available and, finally, appreciated and aggressively pushed out to patients in earlier stages of disease progression - how many more will be saved?
When we see that stock soar (and everyone feel free to name your 'target' price for what constitutes 'amazing') to $30, $50, $100 or more, there will be many celebrations, trips and purchases of expensive cars and boats. Maybe all the above for me personally :)
But the stock value will be THE sign that will declare that there will be so many more Thanksgiving celebrations possible for so many more of us. And that will be the Ultimate Win!
Best of everything to all,
MH
Recent CDMO News
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/19/2023 12:31:12 AM
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