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
- Forums
- ASX - By Stock
- Webinar Observations
Interesting points from today’s webinar: Strategy is to make NOX...
-
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NOX (ASX) to my watchlist
(20min delay)
|
|||||
Last
9.8¢ |
Change
-0.017(14.8%) |
Mkt cap ! $28.63M |
Open | High | Low | Value | Volume |
11.5¢ | 11.5¢ | 9.8¢ | $70.79K | 680.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 25356 | 9.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
10.0¢ | 240399 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 25356 | 0.098 |
2 | 176978 | 0.096 |
1 | 35000 | 0.094 |
1 | 99321 | 0.090 |
2 | 112500 | 0.080 |
Price($) | Vol. | No. |
---|---|---|
0.115 | 300000 | 1 |
0.120 | 537272 | 3 |
0.125 | 128094 | 1 |
0.130 | 249671 | 5 |
0.135 | 399760 | 2 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
NOX (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online