IMV Inc IMVIQ

RE:RE:That's it. Delay in data collecting.

[qwerty22]

One more thought. A lot of the questions on oncology from the analysts were about the path forward in the two lead programs. This is the big question for the next 6-12 months. Are we moving to a registrational trial or back to another exploratory trial? The company don't have any clear answers for that today. Those issues that still exist seem to potentially block just a straightforward move to an identical registrational trial from the previous trial. They've clearly proved anti-Tumour activity. Have they proved the correct way to use the drug in the clinic (target population, +/- chemo etc)? That seems the burning question going forward. A leap forward into a registrational trial has value, we know what more exploratory trials mean. The analysts seem to want to know the answer to that, I want better guidance on that, the company don't seem to be able to provide a clear answer yet.

qwerty22 wrote:

Good early spot by you on the basket trial delay.

On the cc

Mostly frustration on the slowing pace of all the oncology programs.
Ovarian mono - the focus now on durability really speaks to me about the fact that the ORR is just not good enough. Well not good enough to carry the program alone, honestly if the ORR was good enough they wouldn't be waiting for the durability data.
dlbcl - Again the issue is fast responder and how to deal with them. If this trial ever gets completed looks like the next trial will try to tackle that issue.
basket - I guess we all now know the situation with that.

Covid - I thought they could have given a sneak peek at the preliminary data but I guess it's now silence until they publish the data. The plan to publish has positive and negatives. It going to cause a short delay in communicating the results (I know peer review around covid is happening super quick though), on the plus side we should get a deeper dive into the data from a peer-reviewed paper than a press release. Good news is they are still on track for timing of the trial. Interesting take on gov position. Essentially did he say if the gov was onboard as a partner then they wouldn't proceed? I take it from that they are fairly confident that the gov (and grants) will be there.

 

 

Breakthorough1 wrote: "As of May 7, 2020, a total of 92 patients out of the planned 184 patients were enrolled across all five indications at 19 clinical sites in Canada and the US. The COVID-19 pandemic has impacted data collection and validation processes and IMV now anticipates reporting updated results from this study in the second half of 2020." https://www.businesswire.com/news/home/20200515005219/en/