OncoSec Medical Inc (ONCSQ)

[hschlauch]

Here is something else I just noticed in the immune profiling for PPHM's preclinical data presented at this year's AACR (I think this is what sets EP IL-12 apart from Bavi and other IO agents):

First and most importantly, the mouse equivalent Bavi does not demonstrate an inflamed immune profile. You will note that macrophages, Th1 cells, total tcells, DC cells, PD-1 positive tcells, and interferon gamma do not change much if at all after administration with Bavi.

So what is Bavi's MOA in my opinion? It is capable of reducing immune suppressing cytokines. While this benefits responses, I don't think it is going to add much long term survival benefit over anti-pd-1 agents used alone or in combination with an anti-CTLA-4 agent.

In short, I don't think Bavi is actually improving immunity and driving more TIL, it is simply reducing the number of suppressor cells.