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lightrock

09/21/19 1:59 AM

#25444 RE: greens12 #25443

No idea

For a while, 22 out of 23 new drug candidates for sub $1B companies were failures.

Lately it seems like, and I'm not knowing it all on this, but seems
like a lot of new drugs for cancer are extensions, add ons, try it
in a new way for a new purpose, or in another combination with
something else.

Seems like, and again, shooting from the hip, 50/50 for those.

In our case, if it is successful it will be major world news.

Watch AVEO right now, see what happens. My opinion, they just
beat the pants off of Sorafenib. (like, just now) So let's see
what their NDA looks like.

Ipilimumab and Nivolumab seem like they just barely squeeked by
the FDA. They are kind of a "last resort" type of drugs,
nothing else worked, try this then.

If what we're doing works, it will be like the sun came up for
the first time since the dinosaurs walked the earth.

Our study is 8 years running, and "tight", well designed,
and designed to be impeccable. Not many studies raise the
bar all the way to "proof". There's a lot of pseudo-science
drugs with unknown toxicity and only moderately effective.

"Treat the symptoms"

We're not treating symptoms, we're solving the problem.