@bigal_com@BabakGhorb18348 Thank you Mr Big Al for your feed back. I totally agree. HR better than 0.7 will be fantastic for this hard to treat disease.
$GRTS. Only logical conclusion to draw from current delay of data release is GRTS working to secure a deal. mPFS should be reasonable, although doubt statistical significance. GRTS own IPs with competitive edge over competitors. In worst case scenario, GRTS will secure a BO.
@bigal_com@ThePhillyZoo As we speak, I’m certain that there is a bidding war happening behind the scene. Whoever wins own the forefront of the next vaccine race.
@scottm2032 My prediction is that there will be a separation of PFS curves but not statistically significant yet due to the short interim analysis. Ideally the interim analysis happened in Q4 instead. My guess is announcement of ID deal before release of GRANITE data to bump share price.
With time and money running out for $GRTS, there will be a deal coming. Not further dilution. Arcturus got $4.3 billion deal from CSL for samRNA vaccine. $GRTS can certainly do the same with CORAL validated by BARDA. GRANITE is working but more time and data needed for maturity
@AAABiotech@BARDA Japan is rolling out samRNA COVID vaccine by Arcturus in November. Time to move forward with 2nd generation vaccine. $GRTS can sell CORAL to big pharma to fund future oncologic projects.
@bigal_com Looking forward to the deal announcement. Question is which big pharma wants to partner with $GRTS. Any deal is better than no deal at this point. $GRTS took out only $32.5 m in April understanding that the company needs to make a deal at this stage.
@bigal_com@scottm2032 I’m with you Big Al. I believe this second interim analysis, although may not be of statistical significance due to the short follow up, will show meaningful overall mPFS trend. Regardless, $GRTS is at the negotiation table. Will sell vaccine program and partner granite.
1L metastatic CRC has mPFS of 10m for overall (combining low and high ctDNA). For the low ctDNA group, mPFS is expected to be > 10m. With the next release of data by $GRTS, we expect to see separation of curves which indicates overall trend, and hopefully strong partnership.
During KOL by $GRTS, AA stated focusing on overall PFS in the upcoming mature P2/3. Similarly to Moderna’s melanoma RFS data, GRTS low ctDNA group may be starting to show separation of curves but not as dramatically as the high ctDNA groups in this short interval study.
@Monsoon1494091 Any way I look at it, PFS will be positive based on the past data. Impatience and misunderstanding of the prelim data brought the share price down. $GRTS needs capital moving forward. Selling ID asset will fund future oncologic projects. No way this company is going bankrupt.
@CryptoProJoe@scottm2032 Glad you mentioned this because clearly there is more to the story. I don’t believe $GRTS intentionally misled investors with BARDA termination, but must have had enough reason to believe that the project was still alive.