Ann: Quarterly Activities Report & Appendix 4C, page-22

I'm not sure if “sell and move on” is the best course or good advice, especially when the SP is now so low. It is very frustrating watching it continually drop, but there are still prizes up for grabs if we remain patient.

The one bit of DEP news that did catch my eye was

“The Phase 2 trial of DEP® irinotecan has continued to progress well, with 83 patients recruited to date for monotherapy treatment, with further recruitment focused on a specific indication where particularly impressive data have been observed.”

Not just impressive but particularly impressive. Worth asking about at the AGM.

Also worth asking is how the data collected so far, on heavily pre-dosed and elderly recruits, can be extrapolated to a much larger population of cancer patients. Are the DEP results likely to result in the removal of the FDA “black box” warning on all three drugs? We seem to be focused at the moment on efficacy as the main driver for success but safety and tolerability are just as important.