Marker Therapeutics Inc (MRKR)

[pharmeng]

I guess my message was not clear. Let me rephrase.

TPIV has shown to provide an immune response, but we don't know efficacy b/c it has not been tested yet as you pointed out.

However, Immunogen has shown preliminary efficacy correlation between Folate receptor alpha expression and response with their ADC.

Thus, although TPIV has not shown efficacy, if Immunogen can show efficacy against that target, and TPIV has shown ability to generate immune response against that target, it is favorable that TPIV can show good efficacy. Obviously, ADC mechanism and immunotherapy is different, but with immunotherapy you typically see a long lasting effect compared to cytotoxic therapies. If you look at the PD-1 data, you see very long term survivors. Thus I had said in my original post "I think this bodes well for the TPIV/Astra combo study"

I pointed out the Immunogen study, b/c it is encouraging data for the Folate receptor alpha target.

If you go a few years back, the picture was not as good, look up Vintafolide and farletuzumab. Both phase 3 failures with big pharma backing. Vintafolide was licensed by Merck. Farletuzumab was acquired by Eisai.

So in summary, my message was that I am optimistic regarding the TPIV/Astra combination study.