After reading a little about ICT107, I opened a small position, just from a trader's stand point, not yet an investor.
There was a Seeking Alpha article that emphasized the PFS success for the HLA A2 group. So if there's going to be a future for this treatment, it looks like it will be specific to a subset of GBM patients. But even for that subset, a buck-fifteen sounds really undervalued... considering the PFS was *considerably* longer than control. That's what I'm putting my money on, but I haven't followed this company for very long. I'm wondering how far away a Phase iii is, what obstacles there might be? With such a great result for that HLA A2 subset, I would expect it to be soon, no? Much appreciated if you'd share.
It's fine to hold until PHASE 3 and I think the result will be out in 2015....i THINK this stock will go between 1 to 2 dollars and it won't drop below 1 buck because we have no bad news.....MAKE sure you sell before PHASE 3.......PHASE 3 is always fail ..it's not easy to pass phase 3...this company has weak pipeline.....just buy and hold until 1.50/share or higher than sell..i believe they will PUMP up again
After doing a bit more reading, I think it comes down to whether or not the FDA will accept PFS as a primary endpoint for a Phaseiii.
... Which really sounds like an uphill climb. But considering how serious GBM is, and that the only approved treatment isn't that great... I think ICT107 is in a unique position of strength. But again, I feel like it comes down to getting the FDA to OK PFS for Phaseiii.
Also, just echoing what you said about 2014, yeah I saw a blurb here and there that IMUC will be in talks with regulators "over the summer." I hope they see the value of having another bun in the oven, especially with the incredible PFS results over the control.