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Alaunos Therapeutics, Inc.

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Msg  120000 of 120363  at  8/15/2022 12:23:47 PM  by

Mabel


 In response to msg 119998 by  Riskyinvestor
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Re: Screening

The surprise to me is on the strong price action as no significant news was released. To me it sounds like they have only treated 1 patient which has to be a disappointment for many investors who were hoping for data from 3 patients prior to the end of August . On a positive, the company received approval to increase dosage from 5B to 40B. 
 
I have to say that i am  bit surprised a second patient might not have been dosed at the lower treatment level because as Kevin stated in the CC, 5B TCR's is a therapeutic dose. Well above the 1B min level of therapeutic dosing. They have identified at least 25 colorectal/lung patients after screening 500+ patients, so why not treat a few more patients in order to get data. 
 
I was also surprised that there was zero questions on capital and SVB as well as Kevin saying that manufacturing is not a bottleneck. No offense but many investors have been waiting for this story to unfold for a long time and to dose at a level of 1 per month will be a non-starter next year.  They have to expand their capacity to handle 5-10 patients a month or find a third party mfg like they originally planned.     


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Replies
Msg # Subject Author Recs Date Posted
120001 Re: Screening Saavy1 0 8/15/2022 1:12:33 PM
120003 Re: Screening mymorningsong 2 8/15/2022 10:49:10 PM




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