Science day and announcement of results21 Jan 2023 09:49
When last we heard from Sir Alan, last summer, it was fairly clear that P1a was expected to finish in the autumn, and that the results would be presented in detail at the Science Day. In fact, I always got the impression that the Science Day itself was being held as a good way to announce the results to the world.
Now, the situation is a bit more complicated. P1a won't be finished by Science Day. So the question is will they present everything they have to date, and try to make the same splash they were previously planning, or will they only present some of the results so far and wait for the big reveal next summer when P1a finishes.
What I had hoped for the big release was: 1) confirmation that it is activating (check), 2) confirmation that dox was found in, and concentrated in, the TME (check), 3) confirmation of little to no side effects (semi-check - yes they have said this, but i would like to see more detail and discussion on this, 4) that once in the tumor dox was behaving as expected (no check yet - yes it is obvious that it will, but it needs to be stated), 5) a few anecdotal stories about 5a) terminal patients that have made a remarkable recovery and 5b) anecdotal stories from patients about not losing hair and not feeling ill. Finally, I had hoped that they would discuss 6) possible licensing agreements and/or the next preCISION candidate to be brought into pre-clinical studies.
Now that things have changed, I wonder if the data release strategy has changed.