IMV Inc IMVIF

RE:Comparison with STR-002

[qwerty22]

https://www.sutrobio.com/wp-content/uploads/2020/12/Investor-Meeting-with-KOLs-3-Dec-2020-FINAL-FOR-WEBCAST-compressed.pdf

They don't give a PFS number. It looks to me they are still earlier in the study than IMV, they still have 10 patients on treatment so only 21 have completed. Maybe pfs atm should be 4/21, if you follow IMV's rule and include somebody who almost reached 12 months then it'd be 5/21 with 12 month PFS. I'd say they are at a similar stage to IMV where back in the Spring 2020 KOL meeting so the PFS is really waiting for another 6 months to pass.

Overall their waterfall plot and the depth of response (includes one CR) looks stronger.

The other thing that stands out if you listen to their KOL event is they have a much clearer plan moving forward, they have already a solid plan for continuing with the dose expansion and with engagement with regulators.

It's worth listening to their KOL presentation, overall it's very similar to IMV, their doctors are as enthusiastic about the drug as IMV's, I think their data is a little stronger, maybe their tolerability is a little weaker and their plan moving forward is stronger.

https://www.sutrobio.com/kol-discussion-of-stro-002-data-powerpoint-presentation/

Breakthorough wrote: Yesterday, Sutro Biopharma announced results of its ovarian cancer trial. Same population of DPX (including after Parp inhibitors): - ORR 30% (10 out of 31). DPX, 26'3% - PFS at 12 months: 13%. DPX, 20% https://www.pharmiweb.com/press-release/2020-12-03/sutro-biopharma-announces-encouraging-interim-data-on-stro-002-phase-1-dose-escalation-study-for-pat