Interesting points from today’s webinar:
- Strategy is to make NOX a highly valuable and compelling acquisition or partnering target
- IONIC
- BMS paid US$ 3.36 BILLION in 2018 for a licencing deal with Nektar Therapeutics
- BMS was very keen to join NOX in the IONIC study
- Scans will be done every three months
- There will be two or three interim reports in 2021
- DARRT
- Results from DARRT-1 delighted Oncologists, especially 4/15 abscopal responses
- DARRT – 2 will use twice the DARRT-1 amount of NOX66 each time, 2 weeks each month for six months
- Higher, repeated dose levels of NOX66 will improve the likelihood of abscopal responses
- DARRT-2 is not a registration study - first part is dose escalation against prostate, breast and lung cancers
- DARRT-2 is designed to provide enough data for an acquisition
- LUPIN
- Last of 56 patients completed treatment 20 weeks ago
- Exceptional median survival of 17.1 months reported earlier was for sub-therapeutic dose levels
- Survival data (including for highest dose level) to be presented to conference in February 2021
- If results are as good as expected, should lead to major re-rate for Noxopharm
MY observations
- IONIC will provide data earlier than DARRT
- RECIST response after three months a key proof-of-principle end-point
- Assume BMS will be given progress reports
- ANY positive response will be meaningful to BMS
- We have an obvious partner ready to snap up Veyonda on the back of any success to keep us off-limits to Merck or Novartis
- DARRT will have a relatively cheap run-in phase, testing a range of higher NOX66 dose levels against a range of cancers
- If BMS wants to acquire Veyonda, it will happen before the majority of DARRT trial costs are incurred
- NOX will know IONIC results as well as DARRT results and will be able to leverage this knowledge in any license negotiation
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