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antihama

02/14/20 8:32 PM

#2810 RE: spiderman3600 #2809

Hey spiderman, the #1 thing I get from today's CC is that pozi still has a lot of potential. I think they're seeing that it's those patients that are able to stay on treatment that get best results but the Q is how do you do that. Titrate down or titrate up? Cohort 5 will help w that. One thing I was musing about when the results first came out was whether Cohorts 3 and 4 will have better results due to the fact that they are healthier patients. They alluded to that eg their bone morrow is not shot but time will tell if that keeps patients on trial longer and resulting in better outcomes. We'll find out more at the end of the year. Regarding cohort 2, even though they said, outcomes are independent of what happened in cohort 1, I don't believe it but we'll get confirmation mid-year. I kept on getting interrupted in listening to the CC but I got the impression in the early part of the CC that cohort 3 was fully enrolled (I got the same impression from the Christmas day after PR) but later on they were saying they were enrolling cohorts 3 and 4. I will relisten next week to try to confirm what they said. They reiterated that more detailed results will be forthcoming later this qtr coinciding w an abstract, prolly coinciding w AACR or ASCO. Regarding Rolontis, they're relieved how pricing hasn't tanked w a third biosim on the market. We'll see if that's still the case later in the year.