Just IMV, I think whats important is not the phase we are in, but that mgmt have done another data cut as late as possible for release to the market, to coincide with this conference. So the market can assess how cf33 is performing. In particular whether any of the previous SD have improved to PR or CR, and whether further PR and CR have been achieved in patients dosed post the last data cut ann.
But as discussed prevsiouly, this will only happen if they have done an additional data cut recently (as per the pattern on previous occasions), as the submission date for AACR was last November.
IMV, being in P1 here is largely irrelevant and the market simply wants to assess how cf33 is going on the current set of patients. Is it working? How well? Given what we know of its mechanism of action, cf33 shouldn't take long to take affect, and we should be able to see if it is destroying tumors in multiple solid cancer types at a compelling rate, or not, in a short time frame. I.e now(ish).
GLTA.
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