I have a modest position in ECYT....that said, IMHO I believe that Merck will one day (soon) look back and say that discontinuing our relationship with Endocyte was the biggest mistake our company ever made. Having the worldwide rights is a great coup for ECYT. Anyone with a inkling of cancer cell biology will understand the true power of Small Molecule Drug Conjugates especially in NSCLC indications where targeted therapy can shift the playing field from median survival towards a curative methodology. Just wanted to say a few words to cut through all the hype (both short and long) - step back and understand that sometimes its not about the money but about the promise that this platform can provide to those affected. GL to all
One should read EC1456 Pre-clinical. They cured mice that did not relapse. In my experience I have seen several drug preclinical testing where subject always relapse after sometime but not cured permanently. Looking closely NSCLC data of previous phase 2study where PFS is 7.1 months, never seen something like that. Also, warhead comparison PLD vs Docetaxel and No reason to believe Ovarian and NSCLC outcome will be same. They know that they can precisely target foliate receptor expressing cells.