GREY:IMVIF - Post by User
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PoorOpinionon Jun 03, 2018 8:07pm
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Post# 28118031
Few thoughts on cc
Few thoughts on ccI'm sure there's much to say about what we heard, looking forward to reading what others have to say. Here's 3 thoughts that stand out, not saying they are the most important.
1) More patience needed. The 2nd cohort is still at an early stage, only small number evaluable at day 56, many more patients are to come and the later time points (day 140) may turn out to be more insightful. As we have it the 300 mg cohort are essentially similar (slightly better) than the day 56 data from cohort 1 (released dec 2017). So expect something great on this frong before the end of the year.
2) One of the analysts asked about testing for beter responders, along the lines of companion testing I mention earlier today. The answer was brief and early thoughts but quite surprising. The answer was that atm they werent thinking that the HLA background may not be the limiting factor here in terms of the quality of the response, instead it maybe the tumor size and growth rate that is having the greatest impact because this is what may limit the T cell infiltration. Presumably if you could start to show this with the larger 2nd cohort or later trials than that would indicate that the treatment needs to come early in a patients treatment regimen.
3) LOXO had a similar cc today for their asco presentation of a Phase I of their 2nd (?) product. Both companies handled the cc very similarly. The big difference was in the analyst. LOXO had far more and I thought the questioning was much better. It further confirmed for me the importance of the Nasdaq listing, financing to bring on some US analysts. Obviously LOXO are much further developed with their lead product so thats going to attract better analyst coverage but its definitely where IMV need to be heading.
Actually there was a further thought.
4) The MOA, the showing that specific T cell infiltration of the tumour is occuring is very important for validating the general technology as much as validating the specific survivac/ovarian cancer treatment. It moves the story from theory to practice in clinical setting. As they said several times they believe this is the first showing of in vivo stimulation of T cell infiltration ,thats a big deal for the general dpx technology. It tends to suggest they really do have something special.