The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
And the data from the 19th showed the 10th patient on a reducing tumour volume trajectory but just missing the threshold at the point for being classed as an Objective Response (greater than 30% reduction). Its reasonable to think by Friday that patient could have increased the ORR to 91% (10/11)
The abstract also includes that the ethics approval was provided by the North East - York Research Ethics Committee. If the protocol amendment to include iSCIB1+ in the scope trial is waiting on ethics approval, then worth noting that they next sit on Friday this week.
Worth noting a couple of other changes in the document.
Removed the INCLUSION requirement for a biopsy sample of tumour available for analysis of programmed death-ligand 1 (PD-L1) expression.
Removed the EXCLUSION criteria of diagnosis of Uveal Cancer.
Been a good four or five years since I last held CASP shares. Saw they had an RNS out this morning so thought I'd take a nosey at how the deep wells are doing nowadays...
*reads RNS
stuck pipes - check
no deep well production - check
deep well side tracks planned - check
rigs getting moved around - check
no international sales - check
but no mention of stuck drilling mud, so that's progress!
The BOD have been promising deep well success is "just around the corner" for years now.
@violindog - I agree they could possibly have added that as a caveat to their view, and I do believe it is a very important appointment, but as yet we haven't actually seen any impact of that appointment.
"We continue to view the current share price as derisory; reflective of poor market sentiment for biotech stocks and the early-stage nature of the business, with management too focused on the science, rather than medium- and long-term commercial aspects."
I fully agree with this statement from Innanco
"07:11 inanaco: i don't think folks have fully comprehended the significance and opportunity that this gives to the immunobody platform"
The greater the margin of success the faster the delivery timelines and the higher the profile. If Iscib1 delivers the same results in the wider melanoma population (and there is little reason to think it won't) then this will be huge news. A therapeutic cancer vaccine finally delivering a step change in cancer treatment will be global news (imho).
I submitted a written questions at the presentation asking for an explanation/details about the patient(s) during nearly a year of recruitment pre doublet therapy. We know at least one patient that was treated during this period.
A combination therapy has nothing to do with patent life. Each drug would retain their own patents. If SCIB1 is approved for use in combination with Yervoy, then it also approved for any generic versions of this.
A combination of drugs as a treatment is not the same as incorporating Avidimab into Immunobody. This is fundamentally creating a different product, hence the patent reset.
The company stated objectives ahead of the monotherapy trial arm is
Null Response Rate = 5%
Response Rate of Interest = 25%
Given the monotherapy disease control rate in advanced "UNTREATABLE" ovarian cancer is 44%, well above the Response rate of interest, then I would love to understand how you have decided it is not commercial?
The link to the scancell proactive poster... a nice reminder that the scope of the original SCIB1 + CI trial was 25 patients.
The latest update to the trial record shows estimated total enrolment of 87 and Scancell updated to say 73% of those had been recruited. Doesn't sound like a trial going badly - and top line results are due Q4 (and an update given in Sept)
When I looked into this before, it seemed that the shareholding in Scancell got mentioned in the Genmab annual report for a couple of years after, but then stopped getting reported. There was no official statement that they had sold, but I took it to mean they had sold up.
Maybe worth remembering that the aim of the monotherapy arm of the trial is to see 25% of patients responding to treatment.
From the ovarian treatment arm - 44% disease control rate at 8 weeks (with 4 still being measured post 4 months - 25%)
From TNBC - 25%
From head and neck - 25% including the partial response still on trial @37 weeks.
From its official stated purpose, Moditope is doing exactly as expected.