Purely my speculation on the content of future announcements.
I think the vax announcement will be on 17 December 9am EST with this:-
SUCCESSFUL HSV2 PHASE 2 RESULTS
Successful interim results for the HSV2 phase 2 human trials of 3 groups of infected cohorts:-
- 90% TCell responses from infectees (analogous to the phase 1 results)
- cellular immune response involving CD8aa+ T cells detected in 90% of injectees
- 98% safety record in all 3 groups of 60 cohorts with NO side effects detected inc blood glucose, heart pressure, gastrointestinal responses, red cell counts, yet white cell counts elevated and responding
- 100% reduction rates of HSV2 virus in ppm in all 60 cohorts in the first 3 monthly injections
- 95% clearance rates in the first cohort after the 6 monthly booster injection in November
- 95% cessation of visible viral shedding recorded since injections in 100% of all injected cohorts
- logged viral shedding and blisters substantially reduced in size and frequency in 100% of injectees
- visible viral shedding cessation reported by all injectees
- placebo injectees neutral
- antibody responses detected in all cohorts to varying degrees
- partner interest received, subcommittee led by Peter Turvey appointed to negotiate partner terms
- AHZ sets terms at 14-18% royalty, US$100M min upfront payment, $300M min milestone payments
- indpt lab Q verified results
- future final testing results based on complete booster injection results and continued blood testing monthly of all cohorts for next 5 months
Pr Frazer claims "I have found a cure for Herpes and many other viruses"
CEO Rodne reiterates the results are extremely positive and the company will accelerate partnering negotiations at terms compatabile with the late stage of 15 years of work and trial results considering AHZ can mass produce the vax itself from malaga
What the market currently expects from AHZ vax results:-
UNSUCCESSFUL HSV2 PHASE 2 RESULTS
Unsuccessful interim results for the HSV2 phase 2 human trials of 3 groups of infected cohorts:-
- 0% TCell responses from infectees (not analogous to the phase 1 results)
- cellular immune response involving CD8aa+ T cells detected in 0% of injectees
- 50% safety record in all 3 groups of 60 cohorts with NO side effects detected inc blood glucose, heart pressure, gastrointestinal responses, red cell counts, yet white cell counts elevated and responding
- 0% reduction rates of HSV2 virus in ppm in all 60 cohorts in the first 3 monthly injections
- 0% clearance rates in the first cohort after the 6 monthly booster injection in November
- 0% cessation of visible viral shedding recorded since injections in 100% of all injected cohorts
- logged viral shedding and blisters substantially reduced in size and frequency in 0% of injectees
- 0% visible viral shedding cessation reported by all injectees
- placebo injectees neutral
- antibody responses detected in some cohorts to varying degrees but ...
- no partner interest received, on any terms
- no indpt lab Q verified results
- future final testing results based on complete booster injection results and continued blood testing monthly of all cohorts for next 18 months
Pr Frazer muffled again
CEO Rodne reiterates the results are extremely positive and the company will continue the long process for years to come
Why exercise options and pay 60c now if the SP was actually higher at 98c in June? Why bother?
What does "extremely positive" results mean? Why waste money now.
AHZ Price at posting:
83.5¢ Sentiment: Buy Disclosure: Held
(20min delay)