A little further self study this morning, in preference to...

A little further self study this morning, in preference to watching the price dip back down to 10 cents and in order to avoid all of the negative chatter on the other thread.

So to recap the MAST updates:

Nov 6: 34 patients dosed, with 25 evaluable for efficacy
Jan 17: 38 patients dosed, with 31 evaluable for efficacy
Jan 19 announcement: dose escalation into cohort 5 (3 x 10'8)

April 2024 AACR2024 poster references 36 patients treated as of Dec.. Note there is also a solid breakdown of all of the tumor types:

• 6 colorectal
• 4 breast
• 4 sarcoma
• 3 lung
• 3 melanoma (2 PR)
• 3 pancreatic
• 2 cholangio (1 CR)
• 2 kidney
• 2 thyroid
• 1 bladder
• 1 hepatocellular carcinoma
• 1 hidradenocarcinoma
• 1 mesothelioma
• 1 neuroendocrine
• 1 ovarian
• 1 testicular

Given dose expansion into biliary tract, metastatic head and neck, and another tbd, we also assume these are the tumor types where they are seeing best results.

The first Cohort 5 patients dosed Jan 16 and Jan 18, so first scans not due until end of Feb as others have shared more recently.

But if I were Imugene, based on the fact better responses are seen over 100 days, I think any new data will be at or around 100 days from the last of the cohort 5 patients. But happy to see what others think there.

Using the JP Morgan slide which shows an Oct 31 data cut for 32 patients, we can see 4 of the cohort 4 patients have been on study for less than 50 days, and one has already left the study. they would now all be well into the study, at over 100 days presuming they are still on the study.


Note that we haven't seen a dose escalation announcement for cohort 6 yet, so we are still dosing cohort 5 presumably.

So, after all of that, it will be interesting to see how the Cohort 4 patients are going as well as a view to the newer cohort 5 patients, but i think we might be some ways off a meaningful update on cohort 5 patients.

GLTAH