Replies to post #74355 on Biotech Values

[wallstarb]

I don't agree that there are amazing tumor shrinkages all the time. As far as I know TH-302 is the only HAP compund that has ever yielded RECIST criteria responses. So the compound is clearly showing antitumor activity. This combined with its safety prfofile (shows no myelosuppression) is what made me take a look at it.

Comparing to OXGN's drug - which hasn't shown to work alone or with anything seems like a falatious argument. HAP's are totally different. Here's the presentation from last week - slides 19 and 20 show the 80% tumor reduction in the guy with SCLC that had previously been treated with avastin (and avastin failed aka bevacizumab)

http://www.corporate-ir.net/ireye/confLobby.zhtml?ticker=THLD&item_id=2090476

I've been doign this a while and these patirnts in phase 1 were all VERY sick - and had failed atleast 3 previous regiments of chemo. So in essence they were the bottom of the barrel - almost 60% had stable or better disease, 3 had very large responses and this was in phase 1 before MTD. That is what caught my eye and I'd love to get some feedback. If you havent done so Dew - take a look at the presentation.

[nuere]

This is essentially the idea that OXGN touted several years ago for combination treatment with Avastin + Zybrestat (f/k/a/ CA4P), but I don’t think it amounted to a hill of beans

You get it all wrong Dew, the MOA of zybrestat and TH-302 is not the same. There is clear evidence that zybrestat and avastin has a synergistic effect but they are essentially both attacking the blood supply. I would think that TH-302 could be used with both avastin and zybrestat and, who knows perhaps the three of them could be combined.
I will put Treshold on my watch list. TH-302 looks like an interesting substance!