Hi Luis,
LMI is an interesting idea and I guess worth checking out, as Lidak is with their phase 1-2 trial. I'm mainly cautious about making too much about LMI because it's too early. I think that LMI is based on the idea that some cellular/anti-tumor immune activity is based on how the antigens to be attacked are presented to the immune system. As you know, tumors are make up of cells, that have certain characteristics, some of which are expressed on the cell surface. Since cells are generally round or curved, the antigens (which help define cell characteristics) are spread over the surface. Generally, I think it takes2 antigens, a certain distance apart, at a certain angle to activate some types of cellular immunity. LMI has antigens on a 5 micron microsphere to simulate how antigens would look on a cell, but more antigens are available (in several ways) for a reaction to take place.
I think the real news I'm waiting for is the Lidakol trial, which has a decent chance for success. If the active drug matches the previous results, and the placebo is NOT active, then it would be the best drug out there. The recent approval of pentcyclivir???? would set the hurtle for lidak to jump, and would be easily passed. But it's is amazing how often a drug can look like a no brainer, and then be ineffective, however, we have a lot of good detailed information on this drug (which is very unusual). Usually, we can not find out vital info. from a phase 2 trial to make a really informed decision. Because of the prior phase 3 mishap with lidakol's placebo, there is more info. available than usual, and it seems encouraging. At least worth a serious review. Not much risk at this point, and plenty of potential upside. I think there are 30 million shares now? |
