and thanks everyone. A really good BB today and Konar, why the sabbatical ? Regarding 'outright sale' or not ? I think it quite probable that at least one Pharma CEO, will have a 'penny drop' moment and take the lot at a handsome price - or at least, ALL of Immunobody. GLA and nice to see the SP creeping up again.
Lindy explained to us they are different products for different purposes
Konar, agree that in the long term that's where SCIB1 seems to sit but there is obviously a reason why Scancell have trialled the 8mg patients with tumour load and also carried out the PD-1 research. Perhaps this would be a quicker route to approval and market as clinical response is quickly and easily measured as opposed to using survival stats on earlier stage patients. Goy - my feeling is also that an outright sale would be the BOD's preference but I know many others think otherwise. Either way it will be fascinating to watch it all unfold.
Thanks for that. Yes, I was suggesting that Moditope may supersede the combination but I concede your point as to the timing of the development and the invested capital. Just curious as to the stage of the research that justified the claim that Moditope worked without checkpoint inhibitors, as the additivity for the combination has only been demonstrated recently in the murine model. I suppose a buyer would have to ask himself whether he wanted to buy the revolutionary Iphone 3 which sadly doubles as an X ray machine and interferes with Radio 4 reception or would he want to wait for the Iphone 7 the definitive expression of the technology. Best to scoop up both and not run the risk of a competitor doing so. Company sale for my money
Just returning temporarily from my self imposed sabbatical, to give a couple of my thoughts on Moditope. Firstly, I don't see SCIBs, Combinations and Moditope as competing against each other. I think they will be different treatments, for patients at different stages of disease progression. I can see SCIB, with its benign side effect profile being given pretty much at the point of diagnosis, and routinely after that. This will give the patient the best opportunity to mount a strong immune response. If and when the patient starts to show signs of disease progression (i.e. tumor load) then a checkpoint inhibitor (with its slightly more risky side effect profile) will be given in combination to overcome resistance. Moditope requires a stressed tumor - so any patient that has either bypassed treatment options above (late diagnosis); or disease has progressed beyond above treatment options; or failed to respond to above treatment options - will be given Moditope. So, as i said, i don't see these as competing products, just more options for clinicians. My second point on Moditope, is that I always ruled out a complete sale of the company because Immunobody was approaching the point of being ready for sale, whilst Modi1 wasn't due to be ready for the clinic until 2016. With the (unofficial) news that Modi 1 trial is ready to go - does the out and out sale become a more realistic option? Anyways that is all from me, back to my sabbatical.
Exciting next 10 years
Imagine - an immunobody vaccine loaded with modified epitopes working in conjunction with check point Inhibitors ... sounds like a very powerful combination to me !! Everyone wins !! Take care all ... (Just my thoughts as ever!) ....
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