Milcom, I don't know about your expertise in that GBM field but...

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Steini

12,181 Posts.

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16/02/24

13:55

Post #: 72444652
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Originally posted by Milcom: ↑

well, you are making the assumption. If they were diagnosed 5 months prior then patient D-F lived 11 months which is bang on average.

Fact is the share price is down from the 23rd October announcement. 11 patient trial is tiny. 5 of the patients showed no disease control. Only a couple showed longevity but who knows if that is due to factors other than the drug.

One patient surviving up to 18 months is nice but it does not point toward a wonder drug. I dont see anything that points toward SoC.

Only patient A and B showed good results but the data is far too small to matter at this stage. That still leaves 9 patients with no benefit over current survival rates.

Another study in 60 patients "The objective was to assess 2-year survival and quality of life in GBM patients who underwent primary surgery followed by chemo-radiotherapy and 6-month adjuvant chemotherapy with temozolomide."

"60 patients with GBM were analyzed, male to female ratio was 1.6:1. Patients most commonly presented with headache. Most common tumour site is the frontal lobe. The median overall survival (OS) was 10 months. The 1-year and 2-year survival rates were 30% and 6.7%, respectively."

Only 3% to 5% of patients survive more than three years, and reports of survival exceeding five years are sporadic

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Milcom, I don't know about your expertise in that GBM field but let's assume you are an expert. Therefore you should understand that, as the FDA has signaled to CHM to go for a rego trial, the data are sufficient to warrant that step. And therefore I value the FDA's invitation for CHM higher than your opinion.

The sp has suffered due to unfavourable market conditions and highly questionable funding decisions ( CR and Lind ). But the science has progressed really well and that is what will count in the end. Yes, you can argue the team is overpaid, underqualified or whatever. But the data of all platforms so far have exceeded expectations.

GLTA

CHM Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held
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