IMM 2.94% 33.0¢ immutep limited

one way or the other, page-9

  1. 384 Posts.
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    For the time being - I agree that Dendreon is inflicting some pain on the the Prima SP.

    But in my view , the PPR Gorilla will awaken soon as PRR management continue to hit milestones and investors ( particularly the savvy Americans) will quickly work out the competitive advantage that Prima has over Dendreon.

    There are a number of CVAC competitive advantages, but in my view, these are the main ones (well covered on the companies website):

    [No.1] Cvac is a platform technology. IMO - this ticks a major box for Big Pharma (the other being positive clinical trials):

    PRR Website;
    What makes Prima BioMed unique from other drug discovery and development companies?
    A4. Prima BioMed’s leading drug, CVac™ targets cancer cells expressing mucin-1 which are prolific on the surface of many cancers. Mucin-1 protein is not only common in ovarian cancer; it is also expressed in prostate, kidney, pancreatic, breast, colon, and lung cancer cells. This significantly opens the market for CVac™ to be applied to a variety of cancer types which is unique compared to other drug discovery and development companies.
    >> back to top

    [No.2] Cvac was granted FDA Orphan Drug Status.

    PRR Website;
    Q5. What unique or competitive advantages does Prima BioMed hold?
    A5. Prima was granted “Orphan Medicinal Product Designation and Small and Medium Sized Enterprise status for CVac™” by the European Medicines Agency for Europe in June 2010. More recently, the US Food and Drug Administration also granted Prima’s CVac™ “Orphan Drug Designation”. These designations are a significant milestone for Prima and may offer major benefits during CVac™’s development process which could include priority review, research support, protocol assistance and possible regulatory fee exemptions.
    Prima’s CVac™ is administered post-surgery and post-chemotherapy to delay the relapse of, and control the metastases of ovarian cancer. There are currently no maintenance-based therapy products commercially available. There is a large unmet need for new treatments for ovarian cancer, which has a very high mortality rate.


    (3)Manufacturing - Should CVAC be FDA approved @ end of Phase III, my guess is that MR would have manufacturing process all tied up. In this regard, the upcoming German/Euro manufacturing license update will be a value inflexion point.


    PPR's time will come...and when it does the SP will move quickly and swifly.

    Above are my views only,so please DYOR.

    Cheers and good luck to all holders.



 
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