OSL 4.00% 1.3¢ oncosil medical ltd

CE Mark Odds, page-99

  1. 8,917 Posts.
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    Sirtex valued at circa $2 billion at time of takeover for a device that didn’t even save lives.

    Hm...
    Published last week....
    31% previously unresectable and upgrade to respectable. Probably save a fair few lives?

    Leaving the saving of lives aside the medics have consistently, and in increasing numbers of doses (now over 100,000 does), used SIRT over a period of 15 years - why do you think they keep using it - for fun?

    Also has level 1

    As I mentioned previously the key, IMO, is getting the PDA in the US and getting the major insurers to reimburse. Without significant clinical trial 'proof' this is the only game in town.
    https://hotcopper.com.au/data/attachments/1727/1727440-3b6a5bb176287084e77af2ccfaedde95.jpg

    From the 2017 findings, SIRT had a 9.2% greater advantage, which as a % of chemo alone at 28.0, becomes 31.83% increase.
    https://hotcopper.com.au/data/attachments/1727/1727465-08b28955776b7e9610eba237825389c9.jpg

    And if you had a smaller tumour then a 6-fold advantage with SIRT of a complete response. How good it that?

    https://hotcopper.com.au/data/attachments/1727/1727468-6c801ccaada640fbd02676283a08c4ef.jpg

    On top of this, there are currently about 10 clinical trials and 8 Registries collating real-world experiences with SIRT,

    As has been pointed out with regard to the data gleaned from the large trials the source of the bowel cancer is important, with the RHS source proving to be material.

    Adding selective internal radiation therapy (SIRT) to chemotherapy improved overall survival (OS) by 5 months compared with chemotherapy alone for patients with liver-only or liver-dominant right-sided primary (RSP) metastatic colorectal cancer (mCRC), according to results from a post hoc analysis of 2 randomized, controlled trials (n = 1103).1

    According to results from Gibbs et al, the median OS was 22.0 months in the SIRT arm compared with 17.1 months for patients treated with a modified FOLFOX (mFOLFOX6; folinic acid [leucovorin], 5-fluorouracil, oxaliplatin) regimen with or without bevacizumab (Avastin), representing a 36% reduction in the risk of death (HR, 0.641; 95% CI, 0.461-0.890; P = .008). In multivariable models, treatment with SIRT remained statistically significant in RSP tumors after adjusting for prognostic and stratification variables (HR, 0.621; 95% CI, 0.445-0.867; P = .005).



    Frankly, you do injustice in comparing OSL with SRX. SRX was granted the PDA in the US in 2002 and for many years went almost nowhere. OSL may well make it but be prepared for a 5-10 journey.
 
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