Hello Dr. Inna,
The weather is much improved both here and in Tustin, thank you. TCLN stock price is compressing - I think it will be moving up soon, fast and furiously I hope. Most of us are waiting on news from Europe. It was so different (refreshingly so) to read Terry's Friday note from IR, maybe the head-in-the-sand mentality is gone and all shareholders will now be made aware of current events. There are a lot of licenses to let, but a lot of wheeling and dealing should already be done.
It would be interesting to hear what some of you oncodocs think of Cotara. I know that Cornell and Sloan-Kettering were on the trial site list.
I think the trial sizes are small because of the nature of the disease and the terminal state of the patients.
IMO their purpose is more proof of principle/efficacy than wholesale tumor regressions en masse. Aren't most trials? I think the U.S.C. overseas trials provided the methodology (e.g. whether to treat brain cancers post-operatively, intrathecally, stereotactically, by IV, or in some combo) and the stateside trials being conducted under FDA auspices are the logical next step. Call it anecdotal evidence but eleven different solid tumor cancers have been successfully treated with Cotara radionuclide overseas and I expect many more Cotara INDs to be filed this year. Realize that this is one treatment modality for many diverse cancers. One would think a single IND for all solid tumors would suffice, TCLN had that with the murine TNT.
I think the new Team TCLN still has a few kinks to work out but I don't think the stock price is going to wait. The six-fold increase so far this year from a grossly undervalued end of '99 is just the beginning, it's going to be a great year.
Best regards,
Davis |
