Hi peace,
I can really only guess. I would say that it might be something as benign as describing the nature of patient feedback for the nature of the treatment regimen, or that the trial has moved to an observation stage, but then why go into TH? The size of the parcels in the sell-off this morning has me feeling somewhat uneasy.
Best case, the answer could be that a deal for ATL1103 is being finalised, but I would be rather wary of drawing this conclusion.
Worst case, cessation of the trial due to worrying toxicity profiles or other side effects. I'm not entirely certain about this, though. ATL1103 is a GHr inhibitor delivered by an antisense vector, so you have to remember that we already know likely side effect profiles for GHr inhibitors through drugs like Somavert, and for the underlying technology (sort of) via ISIS's mipomersen. We should see similar side effects to those of other GHr inhibitors (potentially reduced, due to the nature of the dosing), and it would be surprising to see otherwise.
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