When the DIPG interim data comes out that will be a trigger for either a wind up or a ramp up. The three patients that have been reported on in the 9 piece or by Kazia point towards it being a ramp up. The FDA is wary of approval on small trials, but DIPG is an outlier: no approved therapies, very short fatal disease. My concern is we don't have the brain power to push this point and secure a PRV and early approval. A new management team may be able to do that, but it would require a big cap raise and a huge dilution. Patients and share holders would be better served in selling it to someone that can push for registration and a PRV. The potential brain mets and gbm indications could be captured in an early deal with trailing payments. If DIPG data doesn't point to a PRV, then hold as it falls back to 5c and Hope AGIlE data is good...
KZA Price at posting:
16.0¢ Sentiment: Hold Disclosure: Held
