I thought I would start by welcoming any new holders and G'day to the other LTH's (many much longer than myself), I don't post often but try to provide my researched viewpoint, happy to be challenged on any accounts..
I'm going to provide my opinion on the upcoming PD1 announcement and also show provide a comparison between our competitors - Keytruda, Opdivo and Herceptin, (for those that are new and trying to understand what this all means).
Firstly below is a table outlining comparisons between treatments
A Hazard Ratio (for those that don't know) is the increased survivability against a standard of care treatment (Chemo), the higher the number the better the efficacy.
Below are links to the side effects of each commercially available treatments (please do your own research, but some of these are life threatening)
https://www.drugs.com/sfx/herceptin-side-effects.htmlhttps://www.keytruda.com/side-effects/https://www.opdivo.com/about-opdivo/side-effectsWe have much more favorable numbers on all accounts as well as a much better better safety profile, but we are still in the early phases of fully understanding and demonstrating efficacy and safety.
But for me here's were it gets interesting if we get another complete response from our PD1 3rd cohort we will maintain the 33% CR ratio and if we get any more this (2 or 3), it will be an outstanding early signal (yes I know its early days, but still outstanding in my view)
When we look at the recent FDA approval for Keytruda and Herceptin (to be used in combination), you would logically think that chances of side effects will be increased as well. This is were IMU will shine through with partnerships or in combination with our own products (PD1 Vaxx & HERvaxx) especially if we have improved efficacy than the current treatments and maintain our fantastic safety profile.
In my opinion PD1 will definitely go to Phase 2 and I cant wait to see it further demonstrate efficacy and safety on a larger cohort against SOC treatment
I encourage everyone to do their own research and share with this great group of contributor's and ignore the trash.
Capt
(20min delay)