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Sunday, July 26, 2020 5:27:29 PM
On june 2 2019 Bosch spoke about direct but said could not give any detail or real update as they were preparing a paper for publication on direct. I have been watching for this paper ever since but I do not believe it ever happened. Nor did the numerous phase 2 and new phase 1 promised studies on direct ever start. They all just faded away. Now if L is a successful at least should have a better chance to start some trials as funding should be easier. Would like to see them start the phase 2 on sarcoma that was talked about years ago.
Imo direct is many studies and years away. Have never heard the company even hint that because L is a success (I hope) that direct will easily follow. Imo this is more pure message board speculation. Last week it was data lock was behind us and they would spring top line on us to trap the shorts. Communication with the company by myself and many others that we were waiting for data lock was ignored or dismissed until the company put out the pr that had achieved soft lock and hope for hard lock in a couple weeks.
Now that the data lock question cleared up by the company the speculation on easy approval of direct starts.
I'm very long but imo many here are quite good at creative writing and ignore reality
Let's just hope we get good L results before end of September and then hope 1 or more direct trials can start in 2021
On what L will help I'm sticking with Liau, Prins and others at UCLA that it helps mesenchymal genetic group and not much for others
Good luck all
PS to Ex, thanks for the heads up on the cvm concerns. I went back to the 10-k's and then contacted the company for further explanation. You were correct on the IDMC reccomendation but that was later reversed.
After my communication with the company I comfortable keeping my position. Always like communication on personal basis with companies, will see how it turns out
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