Ann: Bisantrene Phase 2 AML Trial Successful Concludes, page-40

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01/08/24

11:25

Post #: 75023139
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Originally posted by ma420: ↑

Don’t disagree but my thoughts are:

1. The 2 AML survivors are recent news, not from 40 years ago. The heavily pretreated nature of the patients is very important.

2. Not cross promotion but if we take a look at the example of Clarity (CU6), they had one patient (ONE!) who was heavily pretreated and failed all therapies including SOC and this patient is now prostrate cancer free just after 2 doses of their drug for 8 months. Now that is newsworthy and the Chairperson is not leaving any opportunity to inform the market of that. The count of patients doesn’t matter as much as the context of the outcome.

If we can drum up the outcome from our phase 2 AML trial, that should help both recruitment for our next investigator initiated trials and also the SP as the valuation should be rethought in that context.

The challenge I am having is, what is the company’s approach to AML next - are we getting to phase 3 on the basis of investigator sponsored trials and if not what is next for AML pillar? Or we are just letting another phase 2 AML happen but just focus on our CPACS trial? In which case let’s not waste time talking about AML. This needs to be made clear.

AIMO. DYOR.

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I agree that CU6's SP to successful patient ratio is much higher than RAC's SP to successful patient ratio.

Yes, AML is a sideshow. One prominent commentator in this forum thinks it should have been licenced off already.

RAC Price at posting: $1.58 Sentiment: Hold Disclosure: Held
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Ann: Bisantrene Phase 2 AML Trial Successful Concludes, page-40

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Ann: Bisantrene Phase 2 AML Trial Successful Concludes, page-40

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