Morning all
So this is an interesting little Q and A with Leslie. Definitely worth a watch and a careful listen. The interviewer clearly wasn't listening very well - asks the same thing twice - but Leslie looks confident and motivated.
A couple of nuggets of useful info in this:
Key Vaxx is in the pre-clinical phase (as we knew) but LC says "We have a meeting with the FDA in about a month." She also explains what she sees as the differentiator for the Key-Vaxx anti PD1 - at around 1.11 describing it as "lowering toxicity so it is combinable." ie T cell PD1s do have toxicity issues, but IMU's B-Cell work has (so far) produced no such problems and Leslie clearly believes the same will be true of Key-Vaxx, making it excellent for combination therapy. Combination with Her-Vaxx, (or B-Vaxx) would be very interesting, for example.
She confirms (2.10 onwards) that the CR last year gives them enough cash "to get completion of definitive data across my 3 significant programs."
At around 3:37 she says something significant about the B-Vaxx Phase 2 trial. Can anyone catch what she says better than me? I can't make out the whole sentence - "We are going to (xxx) the B-Vaxx a bit it so we can (xxxxx) more data."
So - enjoy this over your morning coffee while I head for the beach!
Cheers
Dave
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