Replies to post #74407 on Biotech Values

[wallstarb]

Thanks for the reply - and I am NOT expert on OXGN's compund - but THLD's compound is unique in that it's the only HAP compound being pursued right now - I guess only the data coming out in the next few weeks will give some insight on how it's actually working and if it has any real efficacy alone and in the combo trials with the chemo.

I don't think they have ever addressed whether any tests with Avastin are planned or if they think it even makes sense - I'm no chemist or oncologist - but it seems at first blush to make some sense.

While this compound may not be proven to work and perhaps HAP isn't ready for prime time - John Curd is a no nonsense person - I've got a lot of respect for him and his past success with Genentech is atleast worthy of digging deeper. I look forward to seeing some of the interim data in the next few weeks and the topline phase 2 data at ASCO.

[DewDiligence]

OXGN THLD – You get it all wrong Dew, the MOA of zybrestat and TH-302 is not the same.

Understood. What I said in my prior post is that the claimed HAP MoA of TH-302 reminds me of OXGN’s claimed VDA MoA of Zybrestat. The point being that these newfangled MoA acronyms in and of themselves don’t mean squat. Regards, Dew