wish i was a medico, page-12

At this stage, following T-Vec failure, probably the most important question to which we all want an answer is: do we have any test results or are we currently running any tests in addition to standard stage 2 tests, to determine if Cavatak delivers a superior “overall survival” rate to that produced by Amgen’s T-Vec?

How that rate relates to the Cavatak’s 60% “one year survival rate” versus 58% for T-Vec - given in Feb 2014 Newsletter, I don’t know, but someone out there will know.

I understand that because the stage 2 results are not running a control, data from that programme cannot be used to assess that figure.

Since Dr Andtbacka has investigated T-Vec you’d think that in addition to stage 2 testing regime, he and rest of team, would be directing extra work / attempting to design tests, to determine Cavataks ability (rel to T-Vec) to deliver on the “overall survival” property - & thus justifying paying out for phase 3 tests.

We don’t want to pay out for stage 3 tests without first doing everything to max the confidence level that Cavatak has a much better chance of succeeding where T-Vec failed.

Logically, T-Vec failure will make VLA suitors much more cautious!


The other issue is: does T-Vec failure mean Amgen have blown $400m?