FUCx WG, and many others, who think that by blocking me will gain something, instead entering *OPEN* discussion.
I am with Dew, they were simple SLOW in securing deal. Like you, I also look toward opportunity that Marg move up, toward 2L (m)BC. SOPHIA mPFS (regardless modest or not, by relative value) in combination with RRR and DofR is *sufficiently* (I believe it is, 1.5-2.0 months improvement in mPFS can not be achieved without increase in RR and DofR) positive that warrant BLA.
Market does not like uncertainty, investors/traders think MGNX is withholding data with intention. Everyone with common sense may think that! Maybe,.... but most likely not. Data presentation is 2-3 months away, before BLA is active. In Croatia we say: "U lazi su kratke noge"!
Survival end-point will need at least additional 12 months (IF not +15) to complete needed events,...so, it is another 3 years before marketing..MGNX may not survive that long. Without some hard events to swing overall perception (012 is still 24 months away, all other candidates can be seen as preliminary)...their future depend on accelerated Marg development. Will they risk it for small near term gain???? They need combo, they need early line trials. Would clinician trust them, IF they *cheat* them with funky mPFS in SOPHIA? |
