Vascular Biogenics Ltd (VBLT)

[davidal66]

My hypothesis on VBLT with respect to VB-111 all along has either--

It will not work.... that the rGBM phase II trial was a fluke, it was too small of a trial, pure chance, that the thyroid and ovarian trials were also flukes. You can't throw out these possibilities. Look at the Celldex bellyflop with their vaccine trial for GBM, look at all of the cancer trials that have 'unexpected strong placebo arm responses' that kill success.

It will work. VB-111 is a better anti-angiogenesis compound that avastin. Maybe 50-100 % as good in terms of overall survival data, progression free survival, and, where available like with ovarian cancer patients, in terms of biomarkers. If this is the case, than VB-111 can be used in all solid tumor indications where avastin is used, and, possibly with time, in a few more like triple negative breast cancer patients where avastin failed.

The ovarian cancer ASCO abstract makes me believe the latter is the case. At the very least, a 70 million dollar market cap is laughable IMHO.