Using AI, I studied competitor drugs and their trials. The three I settled on are Gemcitabine + Nab-Paclitaxel, FOLFIRINOX, and NALIRIFOX.
If we look at PR, FOL and NAL seem to be around 40%. Given our smaller sample size, IMO we need at least 10 more PR to convincingly say Narmafotinib has huge potential and to MOON. So approx. 50% PR.
There is, however, another way to MOON and that is with another CR. The three trials, each with a separate pharmacological pathway and sample size in the hundreds, averaged a CR of less than 1%. We currently stand at 3.6%. One more it'll be 5.5%. We'll be playing a different game here not seen nor considered for decades for this cancer.
Key time frames:
-For the first 29, I'm thinking up to end of August.
-For the rest, I'm thinking up to end of January.
No extra CR by end of Jan? There's still hope as the U.S. trials will start soon. With FOL's trial demonstrating stronger outcomes than the MPACT trial, I have high hopes of even better results.
Note: For the sake of sustaining this share price boom I have decided to ignore any potentially significant time-based outcomes.
All IMHO DYOR
(20min delay)