Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Sometimes, the words not spoken are the loudest. Or in TAK-788s case, in words not written.

From the "Targeted Therapies for NSCLC: Targeted Therapies for NSCLC" reference, we know from the results on the slide, TAK-788s results were OK, and without competition, would move the needle somewhat. But before "Targeted Therapies for NSCLC" presentation put out by www.accc-cancer.org, w the TAK-788 slide that included the ORR data, I came upon that slide in Takeda’s R&D Investor Day (Boston) on October 11, 2018. In that investor day presentation slide, they don't include any ORR data. I thought that was telling! But that's just me. The investor day presentation slide does say that they will start a registration enabling trial in FY 2018 but to date I haven't seen anything so I'm wondering why the (almost) delay. It will be worth looking at every once in a while to see if/when it starts.