IMV Inc IMVIQ

RE:Anyone hear how the investor presentation went in Boston?

[QM45]

I had a chance to listen to the presentation. It's archived on the website. 

Some very positive points by Ors. 

He sounded very optimistic about the Incyte trial and it's prospect for the company. 

I got a sense that they are very confident about the path forward and that the  300mg cohort top line results later this year will lead to FDA fast track or orphan designation to get the drug on the market asap. 

When pressed about the timing of the basket trial it's "very soon" and before q3 so next few weeks sounds right. 

When asked about Merck enrollment and results he said information has not been released, but gave a little bit away that they are seeing what they would expect from combo of check point inhibitors and DPX as per Incyte trial. 

I got a very strong vibe that they know DPX alone is effective in ovarian cancer and compares very well against PD1 Pembo  drug from Merck in other cancers. It sounds like FDA approval should be only a matter of time given the strong data they are getting from Incyte trial. 

There is no doubt in my mind these guys are feeling pretty good about DPX given the MOA and results so far. 

I was surprised how many positive comparisons he made between DPX and Pembo effectiveness in combo trials, with DPX showing superior efficacy. 

One more interesting thing he pointed out about DPX which I have not heard before: given the strong data and tumor regression, the safety profile of DPX is superior to anything else out there, which will be extremely important going forward as the therapy can be maintained for years without adverse effects on patients thus improving their quality of life. This is a big selling point for FDA.