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Wednesday, October 02, 2013 8:01:52 AM
I much appreciate your enthusiasm and your vote of confidence nano, but honestly I think the last thing needed right now is to over saturate SA with another interview, especially given Karin's excellent recent writeup.
The most important development to keep CTIX advancing is that Kevetrin continues to quietly (for now) start to change the game as it enters a 6th cohort at a dosing level of at least 100mg/m2. We all know and were excited about what we saw in the R&R presentation with 4 of 5 patients showing P21 response at only 20 to 30 mg/m2. I think it's safe to say that it exceeded many of our expectations at that point.
From that information, one can logically speculate that with a 6th cohort now starting safely, the results at doses much higher than what was discussed at R&R will start to show some fairly significant results. And with the U of B trial on queue, BIDMC and MDA research ongoing and soon likely to bring more future trials of K, the robust plan for testing of Kevetrin in human trials will cover a broad spectrum of both solid tumor and blood cancers. These trials will then begin the process of validating a potentially head spinning number of revenue streams.
The bottom line for Kevetrin right now is that it is likely already reaching a point where it could begin to be effective and valuable as a combination treatment. The market will of course need data and time to digest all of this, as is evident by the current stock price.
The saavy investor sees this market lag and capitalizes on it. The singular most important point to keep in mind for this company right now is that they have a novel P53 activating anti-cancer molecule that has safely shown signs of effectiveness at very low doses. They are now safely entering a stage where the results from higher doses should start to bring a degree of validation to the effectiveness of the drug against otherwise untreatable and aggressive end stage cancers.
Meanwhile, Leo is working hard every day to bring Brilacidin to trial, and to line up a partnership that will bring near term revenue to CTIX. (as is evident in the great DD done by boodog to dig up the info on the partnership conference in mid november targeting specifically a Brilacidin partnership)
The unease/doubt that some have expressed with the pushing out of the PoC P trial and moving up Brilacidin development will be met with the typical euphoria and celebration once they get this drug into a trial with a partner. Leo is probably about 5 steps ahead of any of us Monday morning quarterbacks. He didn't take this company from the verge of a Polymedix type collapse to the rapidly emerging hot biotech that it is now by accident. There is very much a method to his madness, and we shareholders will benefit from it in time.
The recent softness in SP will bring the typical hand wringing, but the bottom line here is the science and end game value to the investor has not changed for K or P, and we now have been handed on a silver platter another effective drug that is just about turn key and ready for a phase 2b trial. We all want trial results, and now they have that with a drug that has already shown to be highly effective in over 200 human patients already - that's huge! Once the phase 2B trial gets rolling the results should come very rapidly, potentially with partnership revenue right along with it. I am confident Leo will get this done ASAP.
Reflecting on where CTIX is today, I can't help but to think of the hard road to get to this point - the George Evans mess, the Formatech collapse, the IRB trial protocol snag at DF that delayed the K trial by months. This company is finally on the verge of breaking through with real, quantitative results and I personally have not lost sight of that. I remain so very optimistic for what is yet to come, and patient as the clock ticks down for Cellceutix to have its breakthrough moment where it is front and center demanding the attention and respect of the biotech sector.
"The stock market is simply the transfer of wealth from the impatient to the patient". - Warren Buffett
Truer words have never been spoken. IMO IMO
The most important development to keep CTIX advancing is that Kevetrin continues to quietly (for now) start to change the game as it enters a 6th cohort at a dosing level of at least 100mg/m2. We all know and were excited about what we saw in the R&R presentation with 4 of 5 patients showing P21 response at only 20 to 30 mg/m2. I think it's safe to say that it exceeded many of our expectations at that point.
From that information, one can logically speculate that with a 6th cohort now starting safely, the results at doses much higher than what was discussed at R&R will start to show some fairly significant results. And with the U of B trial on queue, BIDMC and MDA research ongoing and soon likely to bring more future trials of K, the robust plan for testing of Kevetrin in human trials will cover a broad spectrum of both solid tumor and blood cancers. These trials will then begin the process of validating a potentially head spinning number of revenue streams.
The bottom line for Kevetrin right now is that it is likely already reaching a point where it could begin to be effective and valuable as a combination treatment. The market will of course need data and time to digest all of this, as is evident by the current stock price.
The saavy investor sees this market lag and capitalizes on it. The singular most important point to keep in mind for this company right now is that they have a novel P53 activating anti-cancer molecule that has safely shown signs of effectiveness at very low doses. They are now safely entering a stage where the results from higher doses should start to bring a degree of validation to the effectiveness of the drug against otherwise untreatable and aggressive end stage cancers.
Meanwhile, Leo is working hard every day to bring Brilacidin to trial, and to line up a partnership that will bring near term revenue to CTIX. (as is evident in the great DD done by boodog to dig up the info on the partnership conference in mid november targeting specifically a Brilacidin partnership)
The unease/doubt that some have expressed with the pushing out of the PoC P trial and moving up Brilacidin development will be met with the typical euphoria and celebration once they get this drug into a trial with a partner. Leo is probably about 5 steps ahead of any of us Monday morning quarterbacks. He didn't take this company from the verge of a Polymedix type collapse to the rapidly emerging hot biotech that it is now by accident. There is very much a method to his madness, and we shareholders will benefit from it in time.
The recent softness in SP will bring the typical hand wringing, but the bottom line here is the science and end game value to the investor has not changed for K or P, and we now have been handed on a silver platter another effective drug that is just about turn key and ready for a phase 2b trial. We all want trial results, and now they have that with a drug that has already shown to be highly effective in over 200 human patients already - that's huge! Once the phase 2B trial gets rolling the results should come very rapidly, potentially with partnership revenue right along with it. I am confident Leo will get this done ASAP.
Reflecting on where CTIX is today, I can't help but to think of the hard road to get to this point - the George Evans mess, the Formatech collapse, the IRB trial protocol snag at DF that delayed the K trial by months. This company is finally on the verge of breaking through with real, quantitative results and I personally have not lost sight of that. I remain so very optimistic for what is yet to come, and patient as the clock ticks down for Cellceutix to have its breakthrough moment where it is front and center demanding the attention and respect of the biotech sector.
"The stock market is simply the transfer of wealth from the impatient to the patient". - Warren Buffett
Truer words have never been spoken. IMO IMO
