I've just watched and listened carefully to Matthew Lehman's delivery at the small caps conference in HK and my attention was drawn to a couple of statements in particular:
One was that the immune response tends to improve with time so that he expects that as the CAN 3 trial progresses, the differences in the PFS and thus overall survival between the treated and non treated patients will become more significant!
A second point is that CVAC in the CAN3 trials has thus far had a similar profile (behaviour wise) to the two now FDA approved immunotherapy products Provenge(prostate cancer) and Ipilimumab (melanoma)during their trials.
He also mentioned that we can expect to see better evidence soon regarding the ICS data with 7 patients who have been given all 4 doses of CVAC over a year and time to effect an immune response.
I am very happy with this state of affairs and thought that he explained the situation very clearly.
regards
Birdseye
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