bbaattmmaann, page-2

re: bbaattmmaann sunday reading Batman , just to give you an idea of where I see the value in Solbec . I will use NSCLC as an example , as Coramsine has shown to be very effective against this cancer in special access patients , in independent ex-vivo assay tests , and again in the phase 1 / 2a clinical trial . 15% response rate against refractory cancer is probably enough to get approval from the FDA these days . In this recent phase 1 single agent trial against a mixed bag of late stage refractory cancers Coramsine did a little better than that . The cancers Coramsine will have to prove itself against will be earlier stage and an ideal target for the drug , not the random cancers of the last trial . The last trial was designed to test safety and to find the correct dose , significant responses are not expected at this stage . It can be reasonably assumed we will see a much higher response rate in the phase 2 trial .
So far the immune system boost seems to have helped to assure durable response . 7 out of 10 of the last special access patients still alive at 18 months I think takes on more significance now . The TTP (time to progression) is yet to be shown on the trial patients from the announcements .
The safety profile of Coramsine has shown to be good .
All of the above leads me to believe Coramsine , as a stand alone treatment , has a much better chance of approval than most .
Now it has been discovered that a compound called Imoxine greatly boosts Coramsines action against cancer . Imoxine triggers the toll like receptors(TLR9) , which are the immune cells sensors of foreign invaders . It is synthetic bacteria DNA that is recognized by the TLR9 , which then triggers a strong immune response .
http://www.hybridon.com/tech_receptors.php
It was the Imoxine that helped attain the complete responses and immunity seen so far in the pre clinicals against mesothelioma . So even though the Coramsine looks like it can make it alone , there is this even more potent combination following .
Examples of the value of any drug that can make inroads into the treatment of NSCLC are everywhere .
OSI Pharmaceuticals market cap jumped about $US 2 billion when they announced that Tarceva had achieved improvement in median survival which turned out to be 6.7 months compared to 4.7 months of patients on the placebo .
http://www.finance.yahoo.com/q/bc?s=OSIP
http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=OSIP&script=410&layout=0&item_id=578906
Then in Nov they jumped again on the announcement of approval . OSIP is in partnership with Genentech and Roche on this drug and it had a positive effect on all these cos .OSIP jumped $2B for just having a share of this drug .
http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=OSIP&script=410&layout=0&item_id=645840
Then Eli Lilleys Alimta proved stiff competition and next years sales figures have been revised down to $336million . Still not bad .
http://www.thestreet.com/_yahoo/stocks/biotech/10216214.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
Alimta had trialled against Taxotere on NSCLC and achieved 8.3 months survival compared to 7.9 months for Taxotere . Alimta had a response rate (tumour shrinkage) of 9.1% . http://www.mesothel.com/pages/nsclc_alimta_fda_pag.htm
Remember Coramsine has already achieved 16% response rate in a phase 1/ 2a against the very advanced stage 4 cancers .
Genentech announced its drug Avastin had proven to prolong life in NSCLC in combination with platinum based chemos on 15 Mar as a first line treatment . Their market cap jumped $US 20Billion .
http://www.medicalnewstoday.com/medicalnews.php?newsid=21278
http://finance.yahoo.com/q/bc?s=DNA
Rational therapeutics independent testing confirmed that Coramsine can also boost most of the standard chemos .
So with the results in so far it is hard to believe Solbec is about the cheapest oncology biotech market cap on the ASX .
The potential is there for a blockbuster , the need is desperate , and the rewards huge . Dont forget Coramsine works on many cancer types .
The views above are my opinion , but do your own research and I think you will see the value here .
Cheers