RE: Rns23 Nov 2020 21:07
Had a chance to read the RNS slowly this evening . Not one of those RNS's that you can digest in 1 minute . Even had to google a few words to understand the meaning.
Ok - so not the jackpot RNS - but I would class this one as a very important and also interesting set of news .
If we are taking bexmarilimab as being the biggest opportunity for future wealth at the moment , and it isn't crucial you become a millionaire by Dec 24th , then this RNS gives us some real juicy insights into where it could all end up .
For starters , they are filling the cohorts nicely . 5 full , and the rest in between 50 and 90% . With all the disruption Covid is causing , that was never to be taken for granted this year . So thats good .
They also appear to be moving up the food chain when it comes to getting patients for these trials . Early bexmarilimab patients were often ones that had been through multiple therapies , and not really ideal for an immune system based therapy . Now , they are to trial bexmarilimab as a neoadjuvant therapy in colorectal and kidney cancer patients . I had to google neoadjuvant ( basically a pre treatment - before surgery , like chemo or hormone therapy ) . So they should get some fairly clear results , unfettered by other treatments the patients may have already had .
Now also - we see bexmarilimab will be trialled as a combi therapy in lung cancer for the first time - where the current best treatments are generally 70% unsuccessful .
The FDA have approved 2 more cohorts - for higher dosage and higher frequency , as it may be even more effective . I remember early phase trials showed that lower doses seemed to work fine , so thats what they went with - and at 2-3 week intervals . But as trials have progressed , biomarkers shave shown the possible benefits of dosing at weekly intervals . This should be welcomed , as obviously patients can hopefully handle the more frequent dosings , and you will get a finding or a successful treatment shown quicker - a benefit for all .
Lastly , we have another tie in with Farons newest line of research , heamatological cancers and leukemia etc . Further studies as a combi treatment . The further they get with bexmarilimab , the more cancers they discover it may have a usefulness with .
Ok , so no sponsor or partner news today , but this is a great collection of updates that just build more foundation and possibilities for the future of this drug . Its all good news .
For those wanting the maximum benefit long term with this share , a placing would be a good thing . I don't like using the word , but we are on the cusp of making some big discoveries in these P2 trials . Faron will have a plan on how they want to play it , and I have full trust in the BOD .