Jan 28th 2013 - Edison Investment Research today published a report on quickview entitled "TH-302 Back In Focus". In summary, the report says:
We view Abraxane’s relatively modest overall survival (OS) benefit in pancreatic cancer as leaving the door open for other gemcitabine combinations, namely TH-302. The uptick in Threshold’s share price following Abraxane data suggests renewed investor focus on TH-302, which showed promising Phase II efficacy in pancreatic cancer and has just entered a pivotal Phase III study. The latter triggers a $30m milestone from partner Merck KGaA. Separately, upcoming newsflow for TH-302 in soft tissue sarcoma (STS) during H113 offers a favourable risk-reward profile.
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