Thursday, May 16, 2024 7:53:27 PM
How is it possible that they would file the approval for DCVax-L alone combined with SOC? Have we heard Les mentioned that last year in three months 200 patients received the treatments? Have we heard from any gofunding case in which the patient talked about receiving chemo while receiving DCVax-L since 2016?
Did you see three cases on t-cell expansion? See the numbers were measured at 4th month and 8th month. These three patients are from the p3 trial which means those numbers were obtained at least before 2015. Would the company measure all these numbers for patients in the compassionate use program? Absolutely.
I know every one wants to be conservative on their estimate. Let's try to be conservative by using the combo trial as an illustration.
Would you agree the outcome measures adopted in the combo trial are radical, disruptive, and revolutionary? They gotta be since we cannot find such measures in any other trials on immunotherapy. I once wrote a post claiming that the combo trial was implied in then NCI director Monica Bertagnolli's report. The trial also has Merck as one of the collaborators. For a trial of such magnitude, none of participants can afford to adopt the measures that the trial results in the end could not meet. They have to conservative. Should we ask ourselves the question: what could give the trial designers the confidence so that they were bold enough to adopt such measures? The answer is simple. They have been using measures like these somewhere else. They can only have the data on these type measures from the compassionate use program. That's the only source. Now they would like to see if such measures would produce better results by including keytruda. Is DCVax-L in combination with poly-iclc the placebo?
Every investor likes something deterministic. But I suspect retailers can earn money once something becomes deterministic. I hope in the end if I am right, someone on this board could buy me a beer. LoL.
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