Sorry guys but this is turning into a discussion on a fund manager. Valid to point out his wins and failings but is all you want to do is to knock a fund amanger then there are other forums to do so.
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IMO, I've never read so much dribble, by so few, who have no clue about what the product is, ever on the SRX forum.
It is a sad day when the trolls are given a forum on what used to be a reasonable debating forum, generally with people who could deal with each other on a civil basis and aim to add some value along the way.
Metestatic CRC is cancer that has spread from the colon to other organs - clearly there are some posters who don't even have this level of knowedge.
It often hits the liver, and when it does it is a very poor result. Colon cancer can often be dealt with by surgery. Liver cancer is hit pretty hard by SIRT. However often by the time mCRC is discovered it has also spread to other organs. SIRT never was, and never will be, able to deal with lung cancer for example.
The ability of SIRT to have a significant impact on liver cancer has been established for many years now, and yesterday we had the first confirmation that it is effective in 1st line, as it has been in 3rd line. Generally the statistical significance would have had to be at least 3 months extra PFS in the liver.
For those with cancer in the other organs then the issue is where the liver is on the critical path to death. It had been assumed, based on research, that the liver was the critical path and thus by attacking the cancer there it would led to overall PFS > 3 months. For anyone who has worked on critical paths they know that as soon as you remove an item from said path, the crtical path just exposes the next item!
So if the mean OPFS was say 6months, and 90% died due to the liver it is only when you reduce this variable that you start to understand which variable then becomes the focus. If the next organ results in death a week later, then the OPFS is not improved by much.
Frankly we need to see the deatil data to know how well the OPFS was. If it was a few weeks then SIRT will remain salvage with 1st line use where mCRC has spread to just the liver. If the OPFS is closer to 3 months then it becomes a marketing deal and results of the other trials will come into play.
Just my thoughts, but please can we leave some of the dross on RM, the ASX, Uncle Tom Cobbly etc to other forums?
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