RE: CC Interview Today24 Sep 2024 10:15
Timster, yeh i agree, seems to have been done is a subtle response to DB idiot which could be quite clever..
Even though P1 is a safety trial, the data conclusively shows that efficacy is there too, these are patients that are not recruited to prove efficacy and none was expected with the indications they have. Even pure dox had no response in many cases of prior treatment, whereas AVA6000 has, this demonstrates above and beyond that not only is it delivering dox straight to the tumour but the residency/half life is improved too.
The animal data was always expected as previous presentations have shown that there is much more FAP circulating in bloodstream in animals than in humans...thereby expected a much better response in the clinic.
The next phase will be the one where the data really becomes blindingly obvious to Joe public that it works, that's bcos the patients will be specifically chosen with indications that are responsive to the chemo administered, as well as the increased likelihood that the demographics will include patients that are much less advanced in their disease. e.g a higher proportion of stage 1, stage 2 than in the current P1 trial. Remember, these are late stage cancer patients that have no other choices, and even now they have stabilised the disease or actually reduced the tumor sizes now in a few cases.
All looking perfect in terms of how the trial and drug was designed, the worry really is over cash, as usual for any AIM company