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Ann: Immutep Investor Update, page-45

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  1. 5,328 Posts.
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    The "race" gets tighter tighter and tighter as trials progress through phases. It is a tough road but actually not a tough race because any successful drug will have a place.

    While this is not a good news for the fighting with cancer, it will shift attention to Efti and specially Merck's attention as this GSK's trial was a combo with Merck's Keytruda as well. I would be interested in PK/PD which may shine some detailed light on why it was stopped.

    This is yet another reminder that it is best to go slow and cover efficacy & safety grounds early as much as possible (not to say that GSK didn't), but I like to encourage people to be more patient. These things take time, but dividends pay more, be it for patients or investors.

    For those who are not technically familiar with trials and these drugs; The game is not primarily about cure, but cure is a bonus when seen in *some* of the patients on trial. The game is about how long the (disease progression free) survival is expended. This immediately implies, generally the longer it takes to hear about it the better. AKA; *No news is good news*.
 
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