Biotech Values

[poorgradstudent]

Wallstarb

I appreciate your calling the company. The information was useful.

>So it was the MoA rather then the active drug that was the issue for TELK. It killed cancer - just killed everything else around it too.<

I think we're not communicating well in this regard. The problem was exactly that TELK's drug did *not* kill cancer at all!

If the argument is that Telcyta was activated indiscriminately like a conventional chemo, then it should have had side effects *and* efficacy. But it had no efficacy. In fact, it's side effect profile was generally mild with few Grade 3/4 AEs. Therefore if THLD is suggesting to you that Telcyta failed due to its efficacy being countered by its high toxicity, I would submit that they got the Telcyta data backwards. Either on purpose or due to a lack of research.

I'm happy to leave the topic where it is. You've done more than enough to probe the company, so all that's really left is for the data to roll in.

Good luck!