From a 2010 company presentation, the phase 1 patient population was described as 16 newly diagnosed GBM, 3 recurrent, and ~75% resection. They received 3 doses over 28 days after surgery, radiation and chemo. Pretty short treatment. So, taking presentation slide at face value and assuming resections are in the same ballpark, there may not be data to generate meaningful correlations.
Thanks for SNO tip. And yes, I think Smith is re-hashing the manufacturing site issue. In fact, he raised on a prior IMUC conference call (I think it was in June), and my recollection is that Yu pretty much dismissed 2 sites as an FDA issue, provided there is success. And keep in mind, Yu is not particularly "out there" as a promoter. So, food for thought, and I think Mr. Smith clearly doesn't want to hear/accept what Yu said.
Doesn't Accelerated Approval provide a path to market that is faster than, and possibly avoids, a Ph 3 study, or that may even permit limited marketing? Not trying to pimp anything. Who is rooting for only a 2 month benefit?
His compensation is aligned with eyeballs reading his commentary; not seeking truth or fair/balanced. Shock jock in finance.
daweasel: Just so I get the msg, re "a consensus among some", is that a view among respected opinion leaders? Not sure I follow the rest starting w/ 'troublemaker". Can you be more verbose?
Its a good question re what they might do. The mfg facilities are part of NBS, and IMO that is capital efficient for IMUC. Maybe there is something else inside NBS, they care about but don't know. So I am stumped what he has in mind.
Its to estimate capex and production, so they can model growth in revenue and cash flow - and of course make comparisons to the others in the oil patch.
Yes, LT holders' patience being rewarded... Nice run. Where is this going now? Higher on open is my bet, but longer term what will be the new target price and will they be bought out?
But IMO, its mostly a deficit in planning and having a small staff that projects without not testing their assumptions checking away. They can buttress that, but there is still going be unpredictability and volatility in the business. And they should stick to the specialty chems as much as possible.
Where they screwed-up? You'll never know. You can tell from the calls they are uptight. And its too small, tight and family controlled for a burp to come out.
Re yr stmt "I would suspect the phase II data may have median OS between 25 - 28 month", be more verbose.