Vascular Biogenics Ltd (VBLT)

[davidal66]

Dr. Cloughsey seems like a class act.

Avastin is an anti-angiogenisis agent that inhibits a specific component of the anti-angiogensis pathway VEGF-A. VB-111 disrupts angiogenesis via a viral mechanism, attacking at a completely different mechanism... also with a distinct inflammatory infiltrate with cellular apotosis.

Since we are dealing with a novel mechanism with VB-111, it is more than possible that their is some synergy between Avastin and VB-111. This is one possible explanation for the 15 months os in phase II.

I would almost rather VBLT spend their money on a large phase IIb in newly diagnosed GBM with avastin and VB-111 plus chemo and radiation plus/minus surgery compared to radiation/chemo/surgery as the control arm standard of care as opposed to ovarian. I'm not against ovarian as an indication, but I would love to see VB-111 not be used alone, but rather in tandem with avastin, but that may be difficult to do... not sure on this line of thought.