Biotech Values

[DewDiligence]

THLD – Thanks for the presentation link—I’ll check it out.

I don't agree that there are amazing tumor shrinkages all the time [in small open-label cancer trials].

Within the archives of this message board, there are probably more than a dozen instances of “amazing” tumor shrinkages by drugs that ended up doing nothing in randomized controlled trials. Trust me, it’s quite common.

As far as I know, TH-302 is the only HAP compound that has ever yielded RECIST criteria responses.

You sound like the car ads that trumpet a model’s being named “best in its class” by J.D. Power & Associates when there are few, if any, other cars in the given class :- )

Comparing [TH-302] to OXGN's drug [Zybrestat], which hasn't shown to work alone or with anything, seems like a fallacious argument.

If I recall correctly, Zybrestat showed tumor responses by RECIST criteria in some of its early-stage open-label trials, so I’m not sure why you consider the comparison fallacious.

HAP's are totally different [from VDA’s].

What makes them totally different? Please elaborate.