DWB Happy schreef op 13 oktober 2017 16:32:
Commentaar van een Amerikaanse belegger
Pascal Schmitz
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Nice reading thank you! Just my comments on Celyad you followed and mentioned in your article. I listened the conf call twice (from last week - link :
bit.ly/2ye6lAW ) I would recommend everyone to listen to it. Early stage yes, but already 2SD in colorectal and 1 CR in AML , and this on the only first 5 patients. Signs in ovarian cancer also detected, this means NKG2D can work well in solid tumour’s. 14 Patients on follow up as of last week .
As for AML, management confirmed on the call that the trend is also well for other patients already recruited. I see a breakthrough quite soon for NKG2D as signs of activity are too important to ignore on a desert market. Maybe too bullish but management is already working on the design of the needed registration trial for AML , means solid activity is there . Juno/Kite had above 2Billion market cap for only a +-15 patients 3month follow up phase I , 3 years ago. Celyad in a bigger indication could have that number within 6 month , stay tuned ,
dirty cheap as for my point of view !