What are you doing on this board so late? You should be relaxing by now.
Given the context of the question, "they are all pretty sick" is one of my favorite quotes since first investing in PPHM. It makes no discrimination between 1st line and 2nd line patients and speaks to the size of the ultimate market.
I was surprised by the answer as well and I was the guy who asked the question.
Entdoc, I am not sure that their immune systems are in such bad shape. Rather their immune systems are very suppressed. That is one of the beauties of the bavi treatment. In the NYAS lecture Thorpe talks a lot about the M2 to M1 switch of macrophages done directly by bavi, and all the other changes in the tumor microenvironment. Since then there was a paper which showed the same switch happens with neutrophils, something never mentioned before. It truly is a new paradigm for cancer treatment. I have been saying for a while that the immune system is all that you need to defeat cancer. Well this is a good start!
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