PER 1.23% 8.0¢ percheron therapeutics limited

UPDATE ON PFIZER’S PHASE 1B OPEN-LABEL MINI-DYSTROPHIN GENE THERAPY TRIAL FOR DUCHENNE, page-6

  1. 4,323 Posts.
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    So what you are saying is the big picture hasnt changed, it just became a bit more focused

    We still need the drug to perform well in the upcoming trial. And previous results support it should do better than OK, and Prof Volt seems pretty confident.

    But, and there is that but again, ANP have had no, that is zero safety or dose limiting events. This is huge when compared to the GT tech.

    Have a look at the initial CarT drugs that were given fast track approval for cancers with an unmet need. They were showing major adverse event rates of upto 79% and some were showing response rates of 50%. If there is a chance of working, where all other hope has failed, drugs will be given a chance. This is where the GT drugs are failing. They are not showing the improvement in the patient cohort needed to justify the saftey events. Out Murdoch results may have just become more valuable.

    The FDA is still needing a Tox study. The plan for this has been submitted. The company is suggesting that EMA trial results may be enough for the drug to be marketed in FDA land, or it may even lead to FDA approval (both these points mentioned in last investor update). Competition drugs in this space are performing badly.

    Company pivot points coming thick and fast over next few years, with the next 18 to 24 months being defining.

    Not bad what you can buy for under 20c this days. Use to only be a bag of mixed lollies, now you can buy ANP!
 
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