Hi Hawkbar,
I'm not convinced that it was a case of Dr Glover being ... "thrown in at the deep end" ... he his an accomplished scientist
in his own right. I thing you will find that he is 'across' most trials that IMU are progressing. I think it is more a case of wanting
him to stick to the script. This is why he went back to the slides each time, so that he didn't accidentally 'stray'.
You will recall the speculation that was generated after Leslie through out the line ... "and we are also monetizing some of our
other products as well" ... so IMU management would be keen to manage the information flow.
Dr Glover did reiterate that IMU is looking at several (not one) expansion cohorts in the MAST trial. He states ... "we expect
to expand our cohorts into specific tumor types, including cholangiocarcinoma (bile duct cancer)". We may learn of the new
expansion soon after the next data cut.
This appears to be the process that they will also follow through with onCARlytics ... identify a 'rarer' cancer, where our
treatment is very efficacious, and launch the next expansion in that direction. Very sensible, and likely to speed us towards
confirmation trials far more quickly.
All opinion only.
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