I guess you mean Argos AGS-003 for RCC and NWBO's DCVax-L for GBM.
Right now, obviously they are going after different indications, so there is no potential short term competition for markets. Long term, they both want to treat all solid tumor cancers.
From a scientific thesis point of view, it might be argued that ARGOS early on intentionally tied one hand behind its back because they only use their dendritic cell therapy to target strictly memory t-cells. The concern I have, but I could be completely wrong, is that is not enough AND when used in combination with chemoradiation, the latter can interfere with development of fully mature memory t-cells.
ARGOS does have less problem with getting enough tumor material (in their case RNA), but NWBO appears to have worked through quantity issues regarding tumor lysate, MOREOVER DCVax-Direct is not restricted by ex vivo tumor material, and it is does not have to encompass Tumor RNA or Lysate into its manufacturing calculus.
Even though I am not invested in ARGOS, I was hoping their interim at 50% might provide an early halt for efficacy, but that would have required extremely good results. Their final results in their RCC trial are projected for February, 2017, and it may end up better that their trial had more time to mature in a semi masked (parallel) trial.
I am obviously invested in NWBO, and I see their technology bypassing quantity issues, and I
am interested in DCVax-Direct's improvements and DCVax-L's manufacturing enhancements. I also think Dr. Prins and company will then use the whole tumor lysate knowledge gained over tens of thousands of treatments to develop even more efficient therapeutics.
I wish them both the best.
Respect Risk. Conduct Your Own Due Diligence. Manage your assets wisely. Diversify.
