Could the company have done things a little differently in some cases,most probably ,there’s always room for improvement .The task of trial selection ,design and patient recruitment is no mean feat.Its always easy in hindsight .This is cutting edge science,and often evolves from trial and error.
In saying that I feel the company has placed itself in a very strong position to now prioritise a particular indication ,and focus all finances and resources on this indication,without adding too much more dilution,before making it to market.
As it turns out this indication ,happens to be in the worlds largest cancer indication (lung),shows great efficacy ( bettering standard of care)with terrific safety and has an established market with the worlds best selling drug (Keytruda),and shows great promise in extending the TAM of this drug.To add to this ,this world best selling drug, without the aid of EFTI wiell may loose its top selling crown due to loosing exclusivity.
Its been a long bumpy road , but as Marc recently stated in an interview , success in this indication alone could result in potentially a 30 times current share price increase.
Achieving this without too much more dilution, would set the company up for a very bright future.
Just my take though.
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