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Ann: Clinical Trial Supply Agreement with Merck KGaA and Pfizer, page-210

  1. rlj
    453 Posts.
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    From IMU announcement on 1st September where they announced HORIZON trials Leslie pointed out they would be doing trials in combination with both PD-1 and PD-L1 checkpoint inhibitors....

    https://hotcopper.com.au/data/attachments/3804/3804033-2e2d26cd5faeaeef5b5ed7b03810853a.jpg
    Wikipedia shows a list of both PD-1 and PD-L1 drugs

    https://en.wikipedia.org/wiki/PD-1_and_PD-L1_inhibitors#:~:text=PD%2D1%20inhibitors%20and%20PD,for%20several%20types%20of%20cancer.

    https://hotcopper.com.au/data/attachments/3804/3804046-0a3986b6aa7b5985fa5801308ff2f5f9.jpg
    Given yesterdays announcement we know the neoHORIZON PD-L1 inhibitor combination is Avelumab, which leaves four options for the PD-1 combination - Keytruda, Opdivo, Libtayo and Jemperli.

    I can see that Keytruda and Opdivo are both approved for Gastric Cancer, so they are both in the running, but I can't see that Libtayo or Jemperli have gastric cancer approval.

    https://hotcopper.com.au/data/attachments/3804/3804095-321a3c1271fd656e0ca0f2095ac63f91.jpg

    https://hotcopper.com.au/data/attachments/3804/3804112-a92f91b5c1d0961aa548d6c99cd43e63.jpg


    Keytruda is approved for HER2 positive gastric cancer (screenshot above), while Canada recently approved Opdivo for HER2 negative cancer

    https://hotcopper.com.au/data/attachments/3804/3804146-a0bdff1cdf226355667ae55cc3a514e8.jpg


    https://finance.yahoo.com/news/opdivo-receives-two-health-canada-180300388.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAHh_TFXJn_5X1UNj94WK75fxNPfxwDpHoh_F6N3grmXPZVEWx_PU5GaNMnOSGVagm2dx77lX8Xv8fWBFx_pRe-jukzQnHrh6ygAtzOL4P8VUjLMDzZ4GJNdvCl3igiaqt96eq1nTqEH_Ri4D-s9L_1WCn_-wMJO7YW9ao2-mNcJ4#:~:text=On%20October%2028%2C%202021%2C%20Health,fluoropyrimidine%20and%20platinum%2D%20containing%20chemotherapy.


    Based on all this, my bet is that IMU and Leslie are working on the same kind of drug supply deal with Keytruda for the Next or Neu HORIZON leg of the Her-Vaxx trials....
    Last edited by rlj: 17/11/21
 
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