An excellent lunch and speech from YF.Clearly he is beaming at the Vaxinia progress and willingness for Oncologists to enrol their patients.The signs are there everything they visualised in animal trials is coming to fruition in humans. I could sense he was terribly keen to let us know exactly how the patients in the trial were responding to Vaxinia, but as he said he simply cannot until the data is published. Clearly the virus is lighting the tumours up, turning them from cold to hot and replicating as planned.
Key takeaways were his desire to enable participants with ANY form of solid tumour. He is confident Vaxinia can nail them all. But at what dose? That’s something he wishes to pursue even farther, given the absence of toxicity thus far. The more virus in one’s system the merrier was my take on that discussion. Is fast track approval for Vaxinia on the cards? Most definitely, but deciding which solid tumour indications to ask acceptance for is the key there I.e., brain, lung or breast. They do need a few more patient readouts from similar cancer types to collate and conclude their FDA submission. They need to establish a correlation in solid tumour types. The good news is they have the money, the patients and the personnel to make it happen, in real time.
YF was upbeat about Vaxinia’s prospects as a drug open for collaboration with almost any therapy, PD1’s, MAB’s, Car T’s and ADC’s to name a few. He believes this represents a significant business opportunity for years to come, as do I. As an aside an individual asked a question re the OV T. Vec, wherein YF stated the drug only treats an extremely small proportion of cancer indications, e.g skin cancers. To the contrary YF noted Vaxinia doesn’t discriminate, it hits the lot, lock, stock and barrel. Throw that thought in your SP valuation and bank it, no matter price you’re in at.
I am looking forward to Monil’s presentation on Tuesday,having never heard him speak to date. And as for today, nothing has changed, just more positive affirmation from a man leading the way toward treating solid tumours in humans.
DYOR Seek investment advice as and when required
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