The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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One of the patients from Part A had a 100% tumour reduction but was hoping for more like that from Part B and no doubt 4D were as well
Not really if there's urgent unmet need such as people sadly dying from their cancer as there's no treatment available
Some cancer therapies like Keytruda get conditional approval from P2 data. Still have to do P3 and report 5 year survival but you can start marketing the drug.
Hmm… an extremely naive premise to believe this early data was ever going to result in approval. On the basis of more sensible expectation, the latest RCC data are highly encouraging, particularly given the product is an entirely safe oral capsule treating late stage disease. Good luck with your other investments.
Are you unable to read and comprehend what I posted?
I said RP was right but explained that my investment case here had depended on results good enough to get accelerated approval or massively increase the chances of a Merck buyout.
So they weren't good enough for me as I am not prepared to wait another 2-3 years for 4D to complete a trial and put an approval application in.
Instead of swallowing some pride, you just double down.
Someone take the shovel off him.
Thanks for pointing that out RP.
I had missed it and it is useful to know.
What I am getting at by referencing the lack of tumour reduction is how I thought that if say 3 of the 16 had partial responses it would have made a case for accelerated approval.
Instead it is confirmed that a pivotal trial would be necessary with possibly disease control rate as an endpoint for approval. He also mentions overall survival as another and that involves at least 12 months to get results.
So more trials, more time. Responses would have also made the case for a Merck buyout much clearer.
just listen at 56th minute
I listened to it twice and I didn't hear that.
Are you sure?
None of the scientists 4D paid to appear posted anything on Twitter about it and they are all fairly active
on conf. call on 23rd March, the external expert was asked question somewhere towards end and he said for such late line patients instead of response rate, disease control or survival can be the biomarker.
>70% of his posting history is on a stock he doesn't own.
That's all you need to know about the leech and his games.
@RPStock
Please don't engage with the pond life, waste of time.
You cant reason with the unreasonable
Take Care
Pork's
No RP
I am saying that the wording on clinical trials is vague as it references signs of anti tumour activity.
Efficacy on the Second Endpoint of tumour reduction would have been much stronger indicator of success.
They also said the reason they were holding back 0518 data last year was because they wanted to release biomarker data at the same time.
But they didn't release any biomarker analysis.
Hi Sang, primary endpoint can be found on clinical trial page which I believe is clinical benefit that includes SD. Company's rns dated 23rd March, 22 has heading "MRx0518 + Keytruda - Primary endpoint met in RCC". Are you saying company is lying on rns?
A green clown now - relax
So you don't know. OK thanks for clearing that up.
Imagine investing in a biotech when you have not got a clue what's going on.
More importantly I called you out a long time ago as a 'swinger' whilst you were trying make out that you were the 4D guru.
Get a life and move on. You are not worthy of any further interaction.
Green boxed with the rest of the disingenuous muppets!
What was the Primary Endpoint achieved Scrambler?
I give up your green
They're unlisted so they don't have anything on LSE
So I have to come here and keep things honest
Still waiting to find out what the Primary Endpoint was and why it was not really very meaningful..
Well go bombard those boards with your dribble!!!.
Am I bothered
Thanks to getting out here I was able to snap up a bit of
Graphcore
Thought Machine
Form 3
Endomag
and Aiven
at a very good price for a 5 year hold
Well good for you. Now just FO and pay attention to your new investments. Bye
I actually detached from my emotions and made a cold, clinical decision that went against my inner feelings.
I see a lot of appeals here to people to just believe, to have faith, which sound to me a lot more based on emotion than a reasoned position.
You lot believe that it's wonderful that 0518 achieved the Primary endpoint for RCC. Yet how many of you know what the Primary Endpoint even was? And what that means for the chances of getting the Keytruda combo approved?
I have no regrets and have benefitted from the opportunity to deploy cash elsewhere in the current extremely volatile markets that I would have been unable to do if I had been trapped in 32-36 up down trading here.
@ Sang. Why on earth would you possibly think that anyone is in the slightest interested in your views. You have lost TOTAL credibility on this BB.
If it helps, what you are is someone that couldn’t take the stress, lost their bottle and sold all their shares and is absolutely petrified that it was a bad decision and the SP could go ballistic. My advice is try and come to terms with your decision and stop looking at the SP. I honestly think it’s affecting your health mate.