RE: Repeated Posts5 Dec 2025 15:36
If your given a tip at the race course by the jockey who is secretly taking your mum around the course and wants to buy your silence can you be sure the horse wont fall at the first? Nope, but its in his interest to keep you sweet.
That article is using data from 2024 PRE Hemogenyx so there is no FLT3 study listed, not a bad thing it shows little competition.
Why is there little competition? FLT3 is notoriously hard, RR AML is notoriously hard to treat, most trials find toxicity and are abandoned. Having 3 out of 3 patients so far with no reported effects is not a guarantee but its more than a wink at the paddock.
So what? They could just inject saline water and it would also be safe? TRUE!!
BUT the cancer in the blood would probably not be killed by water and the patient would die!!! So what about those other targets, CD3, CD19 being the biggest one, etc? Yep some of them may kill off the AML blasts in the blood and bone marrow and some of them may actually be very effective....
However.... Edventually the Blasts are gone, patient feeling good... until one day the underlying leukemia stem/progenitor cells (LSCs/LPCs) that drive relapse start kicking it up again, or there is a mutation and bam, back to start again and from this point the deteriotation is usually worse.
HG-CT-1 is targeting FLT3.
Lets be reeeeallllly clear on this part.. FLT3 has the potential to be curative meaning it COULD target those leukemia stem/progenitor cells, it could mean no relapse. COULD.
And if it DOES? Then its worth billions
And if it does NOT cure? Then if its safe and still better than the next best standard of care with less toxicity then its still worth 100s of millions if not billions.
Yes lots of hurdles to overcome, but go to a race course, stand beside the bookies and wait until the horse is about to cross the line and try putting money on it then and see what happens.
If your on LSE your small fry, simple, that includes me, you dont get to see all the data, you dont get told about the big talks, you dont get invited to the metting with big farmers. You get a wink and you take your chances. Nothing here is guaranteed, nothing, but with these odds and at this price its a value play.