Vascular Biogenics Ltd (VBLT)

[gr8db8]

Yup, avastin's patent is expiring in 2019 and there are 4 biosimilars in phase 3. Amgen's biosimilar is in BLA. They all want a piece of that $7 billion pie. VB-111 being in phase 3 really doesn't threaten Roche because of the timing of the patent expiration.

http://www.nature.com/nrd/journal/v16/n3/fig_tab/nrd.2017.36_T1.html

Now, if VB-111 does significantly better than Avastin then that would be a different story. Amgen, Pfizer, Roche, AZ ... all potential partners/buyers.

Agree that rGBM is very tough .. but on the bright side for VB-111 interim, the bar is set very low (avastin). Still, avastin is still around because there is nothing else out there to replace it. One good thing about VB-111 is that it is similar to avastin: it is also an anti-angiogenic. It's the only approach that has been effective. As we have seen, many other approaches have had promising ph2 results only to fail in ph3.