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To: statesidereport who wrote (1591)4/13/2016 4:25:14 PM
From: ogi  Respond to of 1728
 
I was not comparing values, I was comparing the differences in the approach to cancer. As for value that has yet to be determined, short term I think BCT does not have funds to complete a trial, so until that question is resolved, ie a PP, or a partnership, or both I think it stays oppressed. Once a way forward is clear BCT should run again. And as I said both company's futures are tied to upcoming trials.

Yes, BCT has had some impressive results in human trials , that success was patient specific though, results were not the same for all trial participants. By identifying the gene markers of those patients that responded the best BCT can tailor their trial or their treatment for those that will benefit but that also raises the possibility it will have limited application. TLT may only have been tested in rats but the mechanism of action is not the same as a conventional drug/ vaccine approach. TLT's mechanism targets only tumour cells, kills those cells and a mammal cell is a mammal cell, further it has also demonstrated an immunogenic effect, innoculating against further cancer. So in my view the odds are very strong the treatment translates from animal model to human unlike many drugs that have shown promise in mice and failed to be successful in the complex chemistry of the human body. But it is still unproven, so any premium must be the market's perception of the potential if successful.



To: statesidereport who wrote (1591)4/13/2016 4:33:32 PM
From: PoorOpinion  Read Replies (1) | Respond to of 1728
 
Given that the trials happened 1999-2003 it looks like people have been undervaluing these results for quite a while. It's a mystery to me why this happens, maybe Wiseman is a great clinician but a horrible salesman its not uncommon for researchers to struggle to translate their science from academia to business? Going back to my idea that this is a great clinical/scientific story but slightly wonky business story, this delay was one of the red flags (bought the shares anyway, lol). I guess science gets you so far but the right team (including investors) to interact with the market is also essential, I often find it hard to assess that part of a biotech. I guess they got to the verge of starting the clinical trial, which is something. Just hoping for something better going forward, or the data from the new trial to be irresistible.