"And don’t worry about old Beaza he will be the first to turn on you LOL he has no clue at all"
Says the man who continued to hold a company that achieved a $3B MC who reported clinical data with 80% confidence intervals and thought it would be competitive in the global oncology market.
You ask a lot of questions for someone who is trying to propose a critical view.
All the clinical data for RC110 is applicable to RC220. Because RC220 is considered a new invention, it has to go through preclinical toxicology studies like any other new invention. At its core, the drug is exactly the same, so there really is little risk. The benefit to investors in this company is there are over 40 clinical trials using the Bisantrene in a very wide range of cancers. The mechanisms of action for Bisantrene have only recently been understood, which dramatically changes the clinical application of the drug to achieve the best outcomes. Despite the lack of knowledge around optimum or patients for these mechanisms, Bisantrene displayed quite remarkable results in patients who were refractory to all other chemotherapies in a number of clinical trials. For example, a paper most holders are probably not familiar with: Bisantrene achieved a 30% ORR in 50 patients with malignant lymphoma who were refractory to other treatments and had 3 or more lines of prior therapy. Follicular lymphoma patients did particularly well achieving a 56% ORR.
Non specific dosing regimen and patient population still produced clinically meaningful responses in advanced, refractory cancer.
What was not known before but is beginning to be understood now is that Bisantrene is shaping up to be a very strong synergy drug. The FTO protein is responsible for the most abundant internal m6A mRNA modification and controls 25-30% of all cellular activity. The exciting thing about targeting FTO is that it has been shown to be at the center of chemotherapy resistance across a large, growing number of agents. The inhibition of FTO re-sensitizes cancer cells to the chemotherapy it was previously resistant to. There are currently 2 clinical trials where patients who were refractory to many lines of treatment achieved clinically meaningful responses when Bisantrene was used in combination with these agents.
If you mix a universal synergy mechanism with an apparently universal cardioprotection mechanism (soon to be announced), you have a very unique drug with a very wide reach and very low chance of failure. The low risk of failure is bolstered by having multiple shots on the board (a large number of cancers and chemotherapies shown to be influenced greatly by FTO), the clinical history of the drug, and the now known mechanisms of action to improve dosing, combinations, and patient selection which also isolate Bisantrene as a cardiosynergy therapy to improve outcomes for cancer patients.
First-in-class oncology drugs make the most money because they control the market. The reformulation of Bisantrene and proven track record improve the chances of success from 3% to 80%.
(20min delay)