EOM Pharmaceutical Holdings Inc. (IMUC)

[maverick_1]

From a fellow respected observer vs another :

longfellow95 Sunday, 08/28/16 05:42:49 AM
Re: Rkmatters post# 71489
Post # 71514 of 73282 Go
Just a couple of points on the IMUC comparison. Their trial is restricted to HLA-A2+ patients. I cannot find a definitive figure for the incidence of this subgroup in the GBM population, but I've seen estimates between 30 and 60%. So, they have a restricted market to start with. And I think recruitment may be a long slog. With no crossover, patients may have greater reluctance to join, for fear of randomisation to placebo.
They are using iRANO, which will help with their PFS data.

I think their stated timescales are a touch optimistic. Plus with OS as their primary endpoint, the success of their trial will be dictated by speed of OS eventing. i.e. a successful trial will be a long trial, so they are looking at 2021 at best, imo.

Their Phase 1 had very impressive long tail survival, almost certainly due to GTR or near GTR. Which lends further circumstantial evidence, as to likely L PFS and OS data, which does promise to be way in advance of any previous P3.

Not sure what you mean by "And then IMUC is in markets where NWBO is not, so it should find success in at least those markets." I believe we are in the same markets i.e. US, Canada, Europe.
Or are you referring to a different IMUC product pipeline?[

AND:

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longfellow95 Thursday, 08/25/16 12:48:44 PM
Re: iclight post# 71161
Post #
71170
of 73283 Go
"Of course IMUC consider themselves the leader in the ndGBM space. They think NWBO's P3 is dead."

Actually 2020 is probably optimistic for their final data.
Recruitment will be slow given the 30% subgroup they are targeting,
with OS as PE.
2022 is probably more realistic.

So, why of course?

I wish them well, but cannot see how they consider themselves as leaders.

So IMUC at best dead money is being charitable: IMUC guys are in over their heads since the failed Ph 2! since the BASICS have NOT changed (only 6 Antigens and BEHIND NWBO from lots of vantage points despite what looked like a bargain!

So switching to NWBO has been a no brainer IMHO as well as many others!