Aptose Biosciences Inc (APTO)

[Tartiaboy]

"My view is that all combo phase 3 trials don't belong here." I did not say that. What I have been saying is that the market needs to see the potential of combinations. I believe that the efficacy of combinations will be far more compelling than the efficacy of TUSP monotherapy. That will drive market value.

The APTIVATE expansion trial is NOT just a monotherapy trial. It will look at both monotherapy AND combinations. The monotherapy and combination cohorts are to run in PARALLEL with first readout of efficacy from BOTH expected around mid-year.

My comments are not about strategy. That is set with the APTIVATE trial. They are about expectations of what will move the PPS. I think that will be positive surprise combinations data. If the monotherapy cohort moves the PPS up fine, but my bet is on combinations.

I do agree that APTO may never take either Lux or Tusp through to full approvals. If the potential of these drugs is as I expect APTO will be acquired, but not within the next two years. IMO