>> Rich, would appreciate your comments on what this poster has said. <<
T.D.:
Soldier's first post, re. Dey et al.........
He is correct to focus on the high rate of CR in patients that achieve chimerism. That's what allomune, in current costume (no kidneys), is all about.
However, the authors focus on something that sticks out like a sore thumb among the group that has rejected the marrow. In this group, the percent CR is much lower, and all but one (three of four) occurred in patients that showed this "engraftment syndrome". It sounds like the ES is a modest battle for supremacy between the graft and residual host defenses. They found no evidence of GVH, but it sounds "sort of minor GVH-like" to me.
So...... they looked at this group and said "75%!! Wow, we need to figure out what is happening in this small group of patients that failed to chimerize but nonetheless exhibited CR". But that's all irrelevant to AlloMune as we know it.
So...... Soldier's focus on the high rate of CR in those who chimerized is appropriate, but it's not the focus of the abstract.
A reminder....... I'm a shareholder for MEDI-507 and XenoMune (now Immerge BioTherapeutics). The XenoMune market is enormous, but it's a long way away. I've therefore always hung my near-term commercialization hopes on 507. Eligix and SCS are now interesting wrinkles that could bring some near-term excitement and value, but my near-term hat has always hung on 507. One can imagine, therefore, what slow progress at MEDI has done to my investment thesis. I've said several times that I know longer hold a trading position in BTRN. I do, however, hold my "gonna hold forever" shares.
So...... you've asked a question about a program that I've always said does not fit into my reasons for owning BTRN. Nonetheless, I want the program to succeed, and consider those who are doing the work to be heroes.
Rick |
