I agree.
In fact, I am not here not because of their near-term drug candidate Ridaforolimus (the weakest of their products). mTOR is a relatively old compound, and there are much greater potential drugs out there which target a cascade of targets (ie. mTOR/AKT/PI3k) in combination. mTOR as a single agent has been clinically proven to produce feedback loops which make the drug less effective. I think Merck owns the compound now because they are merely interested in it working in combination with their other compounds (like the DALO study). mTOR is much more likely to be effective combined with these types of compounds (to hit multiple targets, and not just single out mTOR). SUCCEED trial is nothing more than a 50/50 gamble at this point in sarcoma. If it was a knock-out success, the trial would have been stopped by now (despite the efforts of some to describe the FDA as being more 'vigilant' and making trials last til the end)(they certainly didn't do that with the other 2 mTORs approved).
I am here on a GAMBLE that Rida works in SUCCEED. My gamble has a "put" in it with '534 and '113. '534 is where the real money is; and its the real driver for this company.
IMO
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