Biotech Values

[wallstarb]

I don't agree that there are amazing tumor shrinkages all the time. As far as I know TH-302 is the only HAP compund that has ever yielded RECIST criteria responses. So the compound is clearly showing antitumor activity. This combined with its safety prfofile (shows no myelosuppression) is what made me take a look at it.

Comparing to OXGN's drug - which hasn't shown to work alone or with anything seems like a falatious argument. HAP's are totally different. Here's the presentation from last week - slides 19 and 20 show the 80% tumor reduction in the guy with SCLC that had previously been treated with avastin (and avastin failed aka bevacizumab)

http://www.corporate-ir.net/ireye/confLobby.zhtml?ticker=THLD&item_id=2090476

I've been doign this a while and these patirnts in phase 1 were all VERY sick - and had failed atleast 3 previous regiments of chemo. So in essence they were the bottom of the barrel - almost 60% had stable or better disease, 3 had very large responses and this was in phase 1 before MTD. That is what caught my eye and I'd love to get some feedback. If you havent done so Dew - take a look at the presentation.