It seems not many people care about AML news. Don't now and honestly never really did from what I can tell. I've been saying it forever that the active setting is not where the interest is and as of now that is all we have been given. And it hasn't exactly been inspiring. The shining light is the MRD data so hopefully the next set of data we are supposed to be getting by the end of the year continues to impress although even if it does I don't expect to get much of a boost from it. Again, as most of us have been saying the adjuvant setting is where AML will show the most promise. The issue there is that they spent the the last two years dicking around and as of their last official release (it's probably changed by now) they only have 11 out of 120 patients enrolled in the adjuvant group. I would imagine we are still a couple of years out from any meaningful adjuvant data which is honestly a joke. At this point I really don't blame anyone for not being excited about the AML trials. I don't expect much buzz around AML until they actually have solid data. Not the slow trickle of nothing data of negligible sample sizes they were rolling out over the past year. Hopefully when they share their revised clinical design we get a better idea of where this trial will go.
I have been a big proponent of the off the shelf trial program well. Being able to treat patients within 3 days is a big step forward considering where most cell therapies are. Eg. The approved CARTs take weeks. This being said, until today the last mention of the OTS was in November and stated: "Marker remains on track to dose the first patient in 2023 with MT-401-OTS." Now they are stating the first patient will be dosed in the 1st half of 2024 which I assume to mean the latter half or they would have just said 1st quarter. Either way, and for whatever reason, it's another delay and with what we have all been through over the past almost 5 years I have absolutely zero patience for any more delays. I understand all of my above issues occurred under old management so hopefully the "new management" learns from those past mistakes and keeps better track of their timelines.
AML rant concluded.
The major bright side here is they finally started their pursuit of lymphoma which is clearly all the market cares about right now. The major volume has all come from lymphoma news. Ideally I would want most of the excitement to come from the trial that is further along but I hope management sees most of the interest is coming from the lymphoma trial and they lean into that.
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