Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
Vulpes and Redmile know what they are doing... for Vulpes this could be a career/fund defining investment. They aren't going to let it go for less than its worth. The Genmab deal wasn't even for a product and it could be worth up to $600M what on earth makes you think Lindy/Vulpes/Redmile would let the whole thing go for only a smidge more than that?
The mouse/human day equivalency makes the quick partial response in patient 1 even more impressive.
Question for Burble/Boom - Is it common for companies to amend the dose quantity (upwards) when there are no dose limiting toxicities mid trial, outside of the usual scale up from safety? It must be so tempting to increase the dose given there are no toxicities and push for greater tumour responses. E.G with patient 1 who's tumour is now stable after significant reduction, if I was the patient or the doctor, I would be asking for a double dose to see if it could polish it off before trying something else.
What commercial failure?! To me this RNS is as huge a positive clue as you.xpuld wish for. Why do you think Richard is choosing now (last week) just before we go to AACR and meet 100s of top pharma execs to get his options in order?