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31/10/17
16:02
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Originally posted by DavieJones
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It's not mind boggling at all.
VLA & the analysts have stated for months that there won't be any STORM/KEYNOTE study results until 1Q2018 at the earliest. There have been no results given on the highest Cavatak dose cohort as yet, and there has been no guidance on whether or not Cavatak upregulates PD-L1 in metastatic bladder cancer or NSCLC. This information is being closely held by VLA & Merck as it's extremely commercially sensitive. In my opinion, Merck will not allow any promising results to be released until a licencing/partnering agreement is in place. Why would Merck give away it's commercial advantage from the collaboration ?
Dr Andtbacka recently stated that intravenous dosage of Cavatak with Keytruda looks promising, and the new NSCLC trial in Melbourne has started recruiting (with VLA & Merck collaboration), which leads me to believe that the STORM/KEYNOTE results are looking good.... IMO. We just need to be patient ...
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Are the NSCLC trials put at risk as per martyburgo's link below (Comment 28334856 )? Or are Merck happy to see others conduct as many Keytruda trials as they like?