Your colleagues told you the patients that underwent surgical resection in the Panco trial were borderline resectable? if that’s true that’s revealing because BR is a different group to the ones that the trial was supposed to enrol , unresectable. The point being that those patients (23%) reported as resected if they really were borderline resectable from the start according to your colleagues then very likely they’d have undergone exploratory surgery and resection anyway (perhaps after a few cycles of chemo) irrespective of the Oncosil device. So it’s unclear if device has really converted any unresectable patients as the company claims if they weren’t unresectable to start with. This sort of stuff will get picked over when they come to sell.
Listened to Podcast last week by Tim Boreham & Oncosil CEO. Main points for me were: 1. First revenue expected by end this year 2. most likely private pay patients 3. full reimbursement for device not expected for long time as will need more data (I took that to mean phase 3 trial)
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(20min delay)