Hi Tiges
Bav has pointed you in the right direction. The big thing missing from the preso, of course, is interim reporting on trial results.
IMU has no set obligation to report on trials at any particular time. Everyone is hanging out for an update on the Vaxinia trial patients - following the excellent initial report Announced back on Nov 6th. For example, there has been speculation that they will do a follow up report ahead of the JP Morgan Conference presentation - which is on Tuesday morning - Sydney time. I'm doubtful about that, myself - but of course I could be wrong. I certainly expect some kind of Vaxinia trial update before EOFY.
We might also get an update on the PD1-vaxx "Imprinter" trial in non small cell lung Cancer. Maybe even an initial report on the "NextHERIZON" trial of Her-vaxx in combo with Keytruda. Other possibilities before EOFY:
- a report on the progress of the Check-vacc trial (CF33 against breast cancer. That trial is now being run purely by City of Hope, and only at one site, but it is ongoing and they will have to report on results at some point;
- a possible final wrap up report on the original Ph2 trial of Her-vaxx in combo with Chemotherapy - which officially ends in Feb.)
The Azer-cel trial has started - but I would not expect to hear anything about results until the second half of this year. Same with the initial OnCARlytics trial.
The other big news people are speculating about - also not in the preso - is a possible announcement of NASDAQ listing. Leslie Chong has indicated that this is definitely now under consideration - but would be timed to coincide with significant positive news on product progress - most people are speculating that means an update on the Vaxinia MAST trial.
Off in the background, Prof Pravin Kaumaya (the man behind PD1-vaxx) is actively working on at least 5 additional B-cell cancer vaccines. They are all at pre-clinical stage. The most advanced seems to be PDL1-vaxx.
Further evidence that PD1-vaxx is successful (eg an update from the "Imprinter" trial, and ultimately (we hope) good news from the NeoPolem trial (which is about to start) - may trigger more interest in the rest of the B cell vaccine pipeline, because it will further validate the B-cell vaccine approach and increase the likelihood of a partnership deal with big Pharma. Good results from the Her-vaxx trial would have the same effect.
Cheers
Dave
(20min delay)