Ann: Patrys 2014 AGM Presentation, page-18

Could be more carrot dangling? They've hardly mentioned SC1 all year, now here it is - back on centre stage. To their credit they've highlighted the barriers to license ie the current method of production. I agree though, interesting that a potential partner has actually done some pre-clinical work - it might end up somewhere?

It all rests on next years trial - we need 3 out of 9 to show a partial response otherwise we are kaput. We get the 3+ then things could get interesting as PAB puts the feelers out for early licensing. Loads more risk here than I first thought, then, those early trials results looked compelling.

Just looking at the Onyx drug by itself, there will be a number of patients that will respond to that alone. Combined with SM6 @ Dex we could see a wonderful synergy that will knock the socks off the market? From what I've read, combination therapy works that way in some cancers and hopefully the PAB combo trial impresses Amgen enough to make an offer in 2015.