Where is the new mfg plant going to be?
Long: I think you corrected me on that prediction of mine once before. Sorry I forgot about German mfg for L already setup. But I don't remember where you guessed the next plant would sprout up.
Gpb: Thanks for the reminder about how inherently risky any biotech is. Once you start breathing helium, you just want more! At least for me and many people.
But... if anything significant gets reported for Direct... then the $1 possibility goes away for the foreseeable future... I hope.
There is that conference on Jan 27. It would be great if something positive about direct was reported. The way the conference was billed gives them two options. They could report early results, or if they don't have anything to report yet, or choose not to report results for strategic reasons, they could talk about optimizing a trial design.
If by Jan 27 they have some positive news on Direct, but plan to wait to get more statistical significance, or wait for better timing for financing, but then get blind-sided by early and unexpected interim results on L, they could change their mind and report on Direct during that conference.
They are all in and they need a net too. But you are right that the net does not exist yet... unless they have it hidden.
And thanks for reminding me that Direct Phase II is only for colorectal cancer, but... could change or if approved early could mean other uses since the inoperable applications are so desperate.
Could you imagine being able to inject into GBM or other brain tumors and not have to do full surgery? It would be incredible. The tumor would be food for the immune system local response. No surgery or car keys required. Just dreaming, but that is the image that keeps coming into my mind. Immune system cells devouring the brain tumors.
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