I agree - if they can find a way to hang on long enough to generate solid combo data for TH-302, it will be a huge win for the shareholders. One angle on "the pickle" that I didn't note was that any potential partner on Glufo would have to look at TH-302 as a potential competing agent - the animal data on TH-302 is significantly better than Glufo and is targeted for the same solid tumor applications. So, they will either have to partner them both under the same agreement, or give the Glufo partner some kind of option on TH-302? In any case, I hope they find a way to make it work - the data does look awfully dramatic and the concept (of attacking cancer in combination from a number of different angles) seems to be the future.
PS - My sense is 2DG is being put on the back burner, while they focus on TH-302. They didn't even mention it in the conference, and they don't have the resources to do clinical trials in more than one agent.