Black Diamond Therapeutics Inc (BDTX)

[FACT-MASTER]

o.k., i see that on the clinical trial site that dosage was the primary endpoint.

It's positive that they revealed that, imo, however the crunch data of efficacy/secondary endpoints,ORR, adverse events, (ie: whole spread of Phase 1 data) imo, will be the tell tale details, imo for the go forward (P2) basis.

The FDA recently released some guidelines regarding dosage/optimization level - article of interest here:
https://www.pharmaceutical-technology.com/features/fda-drug-dosage-optimisation-guidelines-signal-clinical-trial-reform/

imo, if P1 data is very positive,(and that would truly be monumental,imo) releasing the data at either of the 2 conferences you mentioned in earlier posts would be appropriate. However, if results are negative then just in a pr would suffice.

At this point it's hard to say. Looking for clues i notice Ecor1 Capital took a sizeable position as of March 31/23, we know insiders have bought at points in the last 12 months, and addition of cohort 3 also raises Merck collaboration curiosity, imo.

https://www.nasdaq.com/market-activity/stocks/bdtx/institutional-holdings

Interesting and credible management here at BDTX, imo