Financials come out soon. It will be another stellar report. The big one is interim futility for STS mid 13. They gotta be close to a thousand people dosed between all the trials. The safety data remains the same. The phase 2 STS data was out of the park. I'd say a halt to the phase 3 STS in 13 with an NDA is possible mid to late 13.
An interesting comparison will be to see what happens with ZIOP this quarter - they are expecting final PFS data on their ifosfamide pro-drug (targets conventional tumor regions, not hypoxic, so not a competitive threat to TH-302) in STS. They are planning to file for accelerated approval based on their PFS data, which showed a 3.4 month improvement in PFS in Phase II when combined with dox (same basis design as TH-302 trial). If they are successful using PFS in getting their drug approved, then that will help TH-302 potentially follow the same path, instead of waiting until 2015 for the final OS data? Besides the interim PFS/futility analysis, I think there will be some good data at ASCO for TH-302 in combo with the anti-angiogenesis drugs that may light the fuse on this stock - the number of trials and the breadth of indications will hi-lite the potential market for TH-302.