Vascular Biogenics Ltd (VBLT)

[davidal66]

I think the data in phase II thyroid more than supports a phase III trial, but it's too long of a trial to do right now. I know they have some very good responses with two patients with neuroendocrine tumors from the phase Ia trial who are still on VB-111. So these are two indications.

I think the strategy is to get approval first in rGBM, then expand into RGM, newly diagnosed, ovarian, then with additional funding to basically mirror all indications approved for Avastin. I think it is too heavy a lift for VBLT. A better way to achieve good data on rGBM, then partner with a major pharma/biotech(or buyout).