RE: Listen to the recent AGM27 Aug 2022 18:36
Agree with the lot there BITL. No/Minimal DLTs and not looking likely to hit MTD….. but….. you’ve hit a nail I think you may not have intended to there and it’s in AS’ tendency for perfection. Which in this instance isn’t a bad thing, but it would create a delay; does he want to go further with DE4 for biopsy data? Being he seems to never be one for saying “right, that’s great, let’s move forward” but rather “that’s great, but can it be better?” I think this time, based on the previously higher than planned DE at 160 that he won’t take it further. Also biopsy data isn’t entirely necessary, as has been discussed here, at this phase so again, I can’t see it. I think we’ll get data within the next 4-6 weeks. It would be incredible if we get biopsy data, even if it’s just a remark on how it’s looking to date in our next AVA RNS. But I do believe Takeda have an insight into the trial (the old NDA) and I wouldn’t be surprised if there’s a deal between us and them but with conditions based on ongoing data. I’d be surprised if they let it go all the way through each phase til data is so strong they have greater comp for a licence agreement. Again all IMO and of course it could still have terrible/unremarkable efficacy to the point it’s no better than standard Dox and we’re sat on an house of cards. But I personally can’t see it as the trial with DE continues.