Vascular Biogenics Ltd (VBLT)

[wcopeland]

Ok Oren, I see what you are trying to say. I was a bit confused. I agree with a lot of (the more moderate) things that you are saying and I like your confidence. I cannot say my confidence is as high as yours, but I am pretty confident that VB111 will be a success.

I agree that multiple successes in Ph2 is very significant. The fact that those successes came in very hard to treat subtypes is even more encouraging. I think it helps our chances, but you can get lucky with Ph2 success and not have it transfer for Ph3 because of sample size, incomparable trial designs, etc. To say there is a zero percent chance of failing is very bold and I think very dangerous.

Yes, some cancer indications have better odds of clinical success. But, I do not think you can just blindly use panc as a reference for GBM. Many things contribute to the statistics, not just the observed survival rates and disease aggressiveness.

Let's hope for the best!