Vascular Biogenics Ltd (VBLT)

[gr8db8]

Toca and VB-111 have different mechanisms for attacking the cancer cells. One tries to starve the tumor while the other one tags it so it can be detected (and killed). Both seem effective but neither is highly effective.

Perhaps (and this is my hope) they complement each other and be more effective together? I would love to see a trial with Toca and VBL -- once both are approved (knock on wood) -- with Avastin out of the way.

To answer your question, I see Avastin as more of a 'competitor' to VB-111 than Toca. rGBM patients jump from one treatment to the next and take a 'cocktail' approach so Toca getting approved doesn't hurt VB-111, imo.

You can find Toca's latest presentation here: http://ir.tocagen.com/phoenix.zhtml?c=254300&p=irol-presentations

Tocagen is actually not very supportive of Avastin:
http://tocagen.com/impact-avastin-bevacizumab-clinical-trial-eligibility/