Vascular Biogenics Ltd (VBLT)

[gr8db8]

I listened to the call 3 times (live and then 2 more times afterwards). I thought it was a good call for a few reasons:

1) The FDA determined that an interim report is not needed since the DSMC will review the data up to the end of August. My read is that the last DSMC data was positive enough that the FDA is comfortable with waiting for the DSMC report in September.

2) There are some patients that are being treated for a long time. Dror is blinded but his assumption is that avastin data will reflect historic results and thus, these patients are most likely being treated with VB-111.

3) Some other positive flags. New facilities are on schedule to support production. BLA being discussed.

I'm cautiously optimistic. No worries based on my due diligence.