IMM 20.3% 35.5¢ immutep limited

Ann: Encouraging Phase II TACTI-002 data reported at SITC 2020, page-50

  1. 601 Posts.
    lightbulb Created with Sketch. 839
    Subtle but important change on AIPAC overall survival wording too.
    Marc until recently said (paraphrase) 'final OS data for AIPAC due end of 2020'
    Recent announcement 'interim OS data to be presented at SABS'
    Good pick on trial web site - end date now March 21. Dots would suggest data better than originally expected. Could be driven by sub groups that responded well - but could be statistically significant and if so would help elevate market cap at least to pre AIPAC data in March.
    BMS has 35 lag-3 trials ongoing with approx 10,0000 patients. Mostly phase 2 but Two phase 3 trials. Several are close to data read outs - most likely early 21. Positive data would validate Lag-3 and by association Efti and Immutep.
    Novartis- 5 Lag-3 trials and 4 nearing the pointy end of phase 2.
    Lag-3 and Efti is not a silver bullet for treating cancer mono. But I believe it could have a significant role to play with other checkpoint inhibitors- PD-1 and CTLA plus others coming through. Personalised focused cancer treatments are looking more promising and realistic (cost v benefit including quality of life during process). The ultimate objective is for patients of this insidious disease to receive curative medicines and not delay the 'inevitable' by a months.
 
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