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Idunno

11/19/22 10:12 AM

#535489 RE: learningcurve2020 #535487

Morning, LC. Ahead of myself?
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thermo

11/19/22 11:19 AM

#535543 RE: learningcurve2020 #535487

LC, nice to hear from you!

There is some truth in everything you say but in 25 years I've never had a perfect investment. It's always comes down to judgement and then being mentally flexible as the information develops. On the most important information -- the trial data and how that data would be received by the medical community -- is clearly favorable.

The stock lost ground recently as the markets went from speculative to risk adverse. If we were still in a bull market, the stock would be 3+.

Some things, like the board stuff, need work. The presence of institutional investors fixes that and, historically, it hasn't been in my interest to address it.

TTFs aren't used widely enough to cause an approval issue, in my view. Experimental treatments are experimental.

So, why don't you tell me about your perfect investment? I would love one of those :)
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Horseb4CarT

11/19/22 11:45 AM

#535564 RE: learningcurve2020 #535487

From memory, which can be wrong, the amount of tumor load does have a significant bearing on OS outcome, speaking of tumor load after resection.

If the tumor load is too high the vaccine activated immune system has a big challenge to overcome.

However for those cases where it’s not possible to remove enough of the tumor(s) and large inoperable tumors in general I’m hopeful that the combo treatments will provide greater benefits and extended OS.

Dr Liau’s comment regarding seeing 50% response and long tail survival is most promising.

This is just the beginning for Murcidencel and a great start at that.

Remember the early days of HIV treatments and efficacy?