not sure I quite get the Clinuvel analogy. In their case they...

not sure I quite get the Clinuvel analogy. In their case they followed a proper clinical drug development programme inc to phase 3. In a true rare disease with no alternative. And commands that price as a result.

With OSL, it’s a device with unproven efficacy. It’s v unclear if it adds any efficacy above the best ‘state of the art’ chemo it was combined with in its own trial (proper current state of the art chemo mind, not the list from the museum of artefacts the company compared its trial with in its own analysis). And it’s not really 338,000 is it? Because I understood the target group and approval will be locally adv. PC- 30% of the total market. And no US until completion of a successful randomised control trial, true? . In addition the local adv pc market has a number of alternatives already available - it’s not as if this device will be alone. Don’t need ti take my word for it- just look up “local adv pc + local treatments” online and there’s a ton of stuff- all competing technologies, some already approved. So although nobody disputes it’s a tough disease and yes perhaps there could be some place for this product , the idea that patients with PC have nothing else is a myth.

Yep liver cancer lovely market...... if you have data. Are there plans to get liver cancer data for device? Until then, can’t really claim they’re operating in liver. Liver cancer now crowded market too.

IMO the company would do wonders for its credibility if it stopped pushing out misleading claims like yeah superior to everything, only two drugs ever blah blah blah , and showed the investment and scientific community they have a solid understanding of this disease area and market in 2019. Do they have any oncologists in their management team? I’ve discussed this product’s PC data with 3 oncologists which just reinforced my view.

Ok I’m just waiting for the “you don’t hold, why are you here” comments!