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ridinbulls

07/23/19 2:42 PM

#27762 RE: Phantom Lord #27760

Thanks for your insights Phantom! I share many of the same thoughts you do as well but it’s always nice to have someone clarify for my own self check to the viewpoints I have.

I took the opportunity to add 1,000 shares today. May add again if we dip lower. My opinion we may see some re-evaluations occur within the next few weeks from analysts (possibly new ones as well) since most probably did not have PC data included in the originals evaluations.

poods

07/23/19 4:01 PM

#27767 RE: Phantom Lord #27760

Great post and spot on. I count 8 more shots at a CR in arm A. 3 in already dosed patients and 5 in those yet to be dosed. If we were to see one more CR, I don't really think you could have equipoise for a randomized trial. IMO it would be unethical to give chemo without Multi-TAA. FDA many not agree or they may grant conditional approval and then track further CRs, while we enhance the pep mix. Not certain how this will go but another CR in arm A (or B) and MRKR will almost certainly get approval IMO. That can't be by chance.
If i had pancreatic Ca, right now I would beg borrow or steal to get Multi-TAA cells and I would not want to wait the 3 mo to see if I was responding to chemo. Give them as close to out of the gate as you can deliver them, I say. Best chance of success IMO.