RE: Official Response from Tiziana about trials6 Jun 2021 10:49
I have started to think something, which is purely a suspicion on my part and not an accusation as it is not based on any facts.
I think it is possible that one of the aims of the Brazil trial was to dose some patients with Foralumab, in order to get more safety data that they could present to the FDA, who are wary of anti CD3 drugs . GC alluded to this in recent interview.
My thinking is influenced by goings on at 4D. Covid meant that they could not proceed with their asthma trial as planned. They got emergency approval to use the same drug to treat covid patients. This never went ahead as they were unable to recruit patients but if it had it would have generated safety data that could have been used to make up for the lost ground on the asthma trial. Now the asthma trial has completed recruitment and they have formally dropped the Covid trial.
I think for whatever reason the FDA were not satisfied with the safety data from the Brazil trial, which could have been used to start the full P2 in MS and Crohn's.
As things stand, the company is having to generate more pre-clinical data in mice as well as running the individual expanded access program in 1 patient.
When it comes to talk of Covid they recently seem to have been talking more about TZLS-501 rather than progressing Foralumab.
I wish the company and its investors well. As I said I didn't like some of the comms around the missed timelines. It may be the case that the FDA are being overly cautious about anti CD3 drugs and this is holding the company back. Maybe some of the comms have been their attempt to keep US investors engaged given the delays.