Thank you for your article. Abstracts can be, like the name suggests, abstract. Articles like this really help me to get a better understanding of important things. Sure, the company could still fail, but the risk to reward is currently way too high to not be attracted to. Wishing all investors the best going forward, I'm already looking forward to reading the whole data set once available.
Some time ago, I suggested that Cel-Sci may consider doing additional uses for other types of cancer. Initially that wasn't viewed favorably particularly by short term oriented investors. Those short term oriented investors were primarily interested in a Big Pharma acquisition.
Now, after their abstract, which allows them to identify responders, I believe it increases Cel-Sci willingness to consider looking at other types of solid tumors. Since there wasn't any toxicity in the large PhaseIII results, why not consider doing two or three small PhaseII studies for breast, cervical or prostrate?
If they had one or two additional small but successful PhaseII studies it would increase the TAM considerably. Also, with annual mammograms and PSA levels for both women and men the probability of catching potential early responders increases dramatically!
I don't know what they will actually choose to do, but if Peer Review is very good, I wouldn't rule out Partnering with Big Pharma or doing an additional capital raise to fund other potential solid tumor studies which could dramatically increase the TAM prior to a Big Pharma acquisition. After all, they have been doing this for thirty years, would they rule out increasing the TAM dramatically if it took an additional 12-18 months? I believe it will be considered. Time will tell!
If this gets approved, there will be many surgeons like me that will try and use it off label on other tumors in other parts of the body. There could be a crazy huge market for this.
Thank you for your article. Abstracts can be, like the name suggests, abstract. Articles like this really help me to get a better understanding of important things. Sure, the company could still fail, but the risk to reward is currently way too high to not be attracted to. Wishing all investors the best going forward, I'm already looking forward to reading the whole data set once available.
Some time ago, I suggested that Cel-Sci may consider doing additional uses for other types of cancer. Initially that wasn't viewed favorably particularly by short term oriented investors. Those short term oriented investors were primarily interested in a Big Pharma acquisition.
Now, after their abstract, which allows them to identify responders, I believe it increases Cel-Sci willingness to consider looking at other types of solid tumors. Since there wasn't any toxicity in the large PhaseIII results, why not consider doing two or three small PhaseII studies for breast, cervical or prostrate?
If they had one or two additional small but successful PhaseII studies it would increase the TAM considerably. Also, with annual mammograms and PSA levels for both women and men the probability of catching potential early responders increases dramatically!
I don't know what they will actually choose to do, but if Peer Review is very good, I wouldn't rule out Partnering with Big Pharma or doing an additional capital raise to fund other potential solid tumor studies which could dramatically increase the TAM prior to a Big Pharma acquisition. After all, they have been doing this for thirty years, would they rule out increasing the TAM dramatically if it took an additional 12-18 months? I believe it will be considered. Time will tell!
If this gets approved, there will be many surgeons like me that will try and use it off label on other tumors in other parts of the body. There could be a crazy huge market for this.
Will there be an updated article given the additional data featured on the poster? Thanks!
Thanks for another great article Andy. The goal is in sight!