My friend found this yesterday
CRT's stock is down on heavy volume as a blog post from the husband of treated
Patient #2 reported that she has stopped therapy due to a mutation
(https://www.givesendgo.com/Woldt). While social media post are not company
press releases and in the vast majority of situations must be taken with a grain of
salt, there appears to be some validity here. With data from the objective response
(OR) seen in Patient #1 - who has lung cancer - about to be presented on
September 30, we are buyers of TCRT here on weakness. BUY.
Details from GoFundMe Blog
Now all of this from the unsolicited blog/link above. The woman has advanced
colon cancer which was targeted with P53 mutation from the TCR-T Library. She
started treatment late-Spring/early Summer that initially resulted in a 27% tumor
reduction. The mutation appears to have occurred after recent blood work was
performed at MD Andersen. A mutation in colon cancer is not unheard of as colon
cancer is known to often mutate when under pressure, i.e. chemotherapy.
Importantly and despite the setback in treatment, the patient is healthy enough to
resume chemotherapy and did not appear to suffer any platform-related side
effects that might have a negative read through to TCRT. Hence is the beauty of
the Alaunos' Sleeping Beauty kill switch and stopping the overactive immune
response before it gets out of control. As a reminder, all of this is unconfirmed
although the blog and its details appear legit.
Patient #1 Is Key
Most importantly, Alaunos recently confirmed that it has seen an objective partial
response (OR) in the first patient treated in the study. Patient #1 has non-small c
lung cancer, and had one prior line of adjuvant therapy following surgery and thre
prior lines of systemic therapy. The patient has a tumor with a KRAS G12D
mutation, not P53. The patient was treated at the first dose level with TCR-T cells.
an objective response was observed and has now cleared the 28-day safety
window. TCRT will report initial data from the study on Friday, September 30,
8:30am ET at the CRI-ENCI-AACR Sixth International Cancer Immunotherapy
Conference.
A LOT MORE TO COME
In our view, the TCR-T platform has the ability to treat solid tumors with CAR-T
therapy, and the setback with Patient #2 will be a learning event for the Company.
The proprietary safety kill switch is a life saver in immuno-oncology. With only two
very late-stage patients having been treated, a 50% overall response rate (ORR)
would be more than acceptable.
The Company is advancing it's TCR-T Library Phase 1/2 trial targeting KRAS,
TP53 and EGFR mutations across six solid tumor indications, obviously the first
being lung, the second colorectal. We expect the upcoming detailed data from
Patient #1 will be positive and help the stock to regain its momentum. As we know
that different tumors respond differently and this is a very small sample size we are
dealing with; hence, the wild volatility in TCRT shares. However, we know for sure
that the platform has resulted in at least one objective response in a very advanced
lung cancer patient at the first dose, and that patient has been cleared by the FDA
to advance to the next dose. We are buyers on this weakness.
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