Hey
@plumvj, thanks for posting.
To my understanding, this poster presentation appears to have new and material information about the cholangiocarcinoma (CCA) expansion trial and existing MAST data. I'm struggling to understand how this has not been deemed material and disclosed / announced to the market.
There is a lot of interesting information in this poster, I'm hoping one of our more scientific / esteemed posters can dissect if for us.
Seeing
@johndprent highlight an ORR of 8.3% (1 patient out of 12) did seem disappointing, underwhelming and potentially alarming. But as I've read further there are some positives to take away.
FOLFOX appears to be the standard of care second-line treatment with an ORR of 5% and DCR of 33%. Well, preliminary data from this CCA expansion trial already beats those figures with an ORR of 8.3% (albeit a single patient) but with
double the Disease Control Rateof 66.7% (8 out of 12 patients).
Intratumoral application of Vaxinia seems to be working best. Patient US02-001 has had a Complete Response (CR) for in excess of 2 years (which LC has already referenced numerous times). It appears patients are still being dosed in a number of ways with a range of dosage levels which would indicate they are yet to ascertain best mode of delivery or Optimal Biological Dose for CCA. It has been suggested that if the CF33 virus makes it to the tumour it is able to replicate which these results seem to support.
Promisingly, the drug is safe with no side effects above Grade 1-2.
The strongest viral replication results were in fact in an IV patient with liver tumour. I'm sure Yuman Fong is ecstatic at this result.
A fair bit to unpack. I would really love for some further analysis by others. I won't tag anyone, the good posters know who they are.
FWIW, I don't believe there will be any news dropping prior to the QandA session next week. I think it's positive Paul Hopper is fronting up to shareholders. I'm sure there has been pressure for him to do so. The session is around
Frequently Asked Questions so I doubt there will be an announcement prior.
Good luck to all shareholders. It seems we have a long journey ahead!
My opinions and interpretations only.Shornbra
(20min delay)