His point was pretty simple and straight forward, 1202 should have activities at 200mg based on IC90 delta inhibition - he didn't think it should compare to others' Cmax in that chart - but it doesn't, it requires 3 folds increase of dose to 800mg to get response. Is it just PK issue or is it something else? The company is trying micronized formulation to increase exposure, so I assume it thought it was PK issue. If it is just PK issue, it is not unique, for example CLVS CO1686 original formulation had PK issue, new formulation works fine but increased exposure produced more AEs as well which I thought was very mild for NSCLC.
People tend to get too emotional in discussing these issues, for and against, basically stop listening to each other even on very basic and valid points. Bringing up he didn't like the stock at $3 so his points can't be valid when the stock at $10 is common folly in biotech. It reminds me of discussing Iclusig safety issue early last year - many people brought up the same argument against me that I dissed Iclusig simply because I was bitter I missed ARIA stock rally in previous years. That's why I jumped into this discussion.
