As much as I enjoy reading your posts and share in the same enthusiasm that you have for IMU’s pipeline, I believe that Vaxinia is far from a sure thing. I say this because in my opinion, Checkvacc data for cohorts 1 and 2 were a little underwhelming and possibly the reason why we have not heard further updates (see point 1 of your post). Having said that I acknowledge that dose level was low and it was only tested against one indication, being TNBC which is highly complex and a known graveyard for many prior candidates.
So on the bright side, I’m happy that they have included multiple indications in the Vaxinia trial and also the combo with Keytruda. I see oncolytic viruses as more of a partner and hence I’m very bullish regarding the OnCarlytics platform. Honestly not too convinced that it is suited for monotherapy. Of course this is my opinion only.
Of course if there are any complete responses (even just 1!) it would be validation enough but I would be surprised and my socks knocked off if it were the case.
Hope for everyone’s sake (including mine) that Vaxinia in monotherapy delivers but I’m not counting on it. Disclosure is that I have a six figure $ holding (I know many here with million $ holdings - kudos to you
) so any success would be life changing but I think we need to be realistic about what to expect.
(20min delay)