IMM 3.57% 43.5¢ immutep limited

Is Tanushree Jain of Petra Capital reading my posts? - i...

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    Is Tanushree Jain of Petra Capital reading my posts? - i mentioned the subQ theme back in January 2023!

    Anyways, AIPAC-003 looks OK, surprised they didnt put an age limit on patients as the older patients were putting a drag on HR in the original AIPAC. Also PFS would of been a more ambitious primary endpoint given the new chemo regiment. Having OS survival as the end point means a long wait for results (maybe they will report PFS along the way).

    Good to see increased EFTI dosage - these patients are quite sick so increased benefit vs toxicity concerns. AIPAC-003 will be a good trial to showcase Efti's versatility, but whether it will be a worthy setting to pursue into ph3 is yet to be determined. Definitely worth incurring the cost for the run in of 12 patients to test out Efti's versatility.

    However, gobsmacked that we still dont have a combination trial with an ADC drug!!!
 
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