As you all may have noticed, while you all look to take all new data and fit it in with your existing thesis, I am always continually reassessing.
I need to really grab you by the lapels to get you all to see something you may not have latched onto:
In the latest presentation, I call your attention to fact that in two, not one but two trials, Reo has reached statsig tumor control (HnN and Lung).
Do you realize what this means?
With the safety profile and the statsig tumour control, IMHO we have already arrived at the point where Reo actually approvable for its first indication: as a neo-adjuvent to standard of care resection and possibly radiation.
IMHO we have what we need to cross over into commercial use.
The price is not an indicator of the potential, and in addition it shows simple consolidation off the recent rally. Again all IMHO.
hgff101, I also like the new presentation. The ONC/ONCY story gets stronger and stronger and a new point of emphasis is the effectiveness of REOLYSIN against metastatic tumors. However, I don't think that two trials have yet shown statistical significance. If you are referring to slide 20 of the latest investor presentation it is commenting on a subset of the phase III H&N trial. So we are still talking about a single trial, but it is a very powerful statement about the utility of REOLYSIN against metastatic SCC Lung cancer.
From page 20 of the Investor Presentation:
• Of the total of 167 patients enrolled in the squamous cell head and neck cancer study (REO 018), 55 patients had evaluable lung tumors. At six weeks post first treatment, there was a statistically significant (p=0.021) difference in the magnitude of response in the metastatic lung tumors between the control and test arms.