Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
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This may well prove to be a viable alternative to immune checkpoint inhibitors. Success here would add MRx0518 as an alternative treatment so ‘all’ bases are covered. It’s no wonder Merck have a strategic position in 4D. It would be interesting to know if they can signpost a pt to the best pathway early on.
Totally agree with the R&D ‘extended’ facilitates. 4D have excellent state of the art production facilities (see vid on website) that would bolt on to any major.
Trek
Older and wiser I dont think we will make it that far as there will either be a takeover or licensing deal and this share price will be history.
Fantastic news here. Part A was a success. 50p today easy.
The Part A safety phase of the study has been successfully completed, as reported in May 2020. In Part A there were no treatment-related serious adverse events, no treatment-related drug discontinuations and no increase of immune-related adverse events as seen with immune checkpoint inhibitors. Of the 12 patients enrolled in Part A, five remain on study including two patients with best response of partial response, one patient with ongoing stable disease for over six months, and two patients with ongoing stable disease currently for less than six months. These represent first-in-class proof of concept clinical data for a Live Biotherapeutic in cancer.
Keytruda sells in the $billions
O&W
Assuming PI/II is successful, how to carry on and fund the last phase will be a nice problem to have! The chances are that PIII will not be in the hands of DDDD as either the company or the IP rights of the programme will be well sought after. Big players are always on the look out for medium or small sized biotechs/pharma that are more flexible and innovative than they are to act as their extended R&D departments.
But for the moment best to focus on the current trial which is starting with some strong credentials: "Of the 12 patients enrolled in Part A, five remain on study including two patients with best response of partial response, one patient with ongoing stable disease for over six months, and two patients with ongoing stable disease currently for less than six months"
Good to see recruitment to Part B of the trial and the opening of additional study centres which should help to mitigate any COVID-19 impact on speed of recruitment .
The patients in the first part of the trial all have advanced metastatic disease and have already failed to respond to previous treatment with PD1/L1 checkpoint inhibitors and SOC treatment (if different). Very positive to see that 5 of the 12 patients remain on treatment.
Assuming this P1/2 trial is successful, what then? A lengthy P3 trial? Cost? Does DDDD have the funds for that?
Further strong progress from the DDDD team. Well done to them on what could be a significant addition to the clinical arsenal in the ongoing fight against cancer. Expect a significant share breakout in near future. Patience will reward the faithful.