Vascular Biogenics Ltd (VBLT)

[wcopeland]

I think the VB6XX series is still a far ways away. The idea of targeting MOSPD2 with mAbs is nice, but not super exciting. The idea of creating a CAR T is super exciting, because CAR T show great promise with respect to clinical response and cures (ie. see recent BlueBird results from ASCO). They did not speak deeply about the CAR T design in the KOL talk from April, but the little that they said about the intracellular signaling domains has me skeptical about their experience and plan.

They need to bring in someone with experience because choosing the right domain can make all the difference between a solid response and uncontrolled toxicities.

I am convinced VB111 is the make or break for the company. At least within the next several years.