Not saying i have any idea if the failures were his fault or implying threshold will bomb too, but just because he was at Genentech when they had success is no validation for what he's doing since.
Thank you for bringing THLD to my attention. I'm long time "follower" of oxigene and I immediately got interested in THLD when I saw your posts. There is data coming out (see for instance recent papers in Cancer Cell) that anti-angiogenic drugs can make tumors more aggressive due to the hypoxic situation they create. This could potentially be a problem for VDAs as well. A HPA could be a very useful addition to an anti-angiogenic/VDA regiment.