Cel Sci Corporation (CVM)

[lightrock]

@george

I am encouraged by AVEO.

Although it is having a rough time of it due to their "crappy" initial study design, this is another immunotherapy that hit rather exactly the target on Progression Free Survival. About 5.7 months+ vs. control group.

For them, unfortunately dealing with Kidneys, whatever they are doing raised blood pressure in everybody so they have inconclusive results so far on the OAS part at 3 years which the FDA is demanding data for.

( I've read a few articles how kidneys and that area of the body are critical to blood pressure issues and new therapies for blood pressure are coming out in that regard )

We have a bigger mix of cytokines and we're not treating those with "immune system already hammered by chemotherapy"

We should do at least as well, and with no toxicity.

If for some reason we also show the blood pressure issue it could make things a bit dicey.

Immunotherapy works. It is a matter of dialing it in precisely, safety, efficacy, mitigating side effects, etc.,

https://www.cancer.gov/about-cancer/treatment/types/immunotherapy

I don't think that is an issue, or we'd be a couple months behind in OAS, i.e., the Feb 28 issue would have clobbered us already. We would have reported sooner than expected by a couple months.

Because you see the entire test group would be exposed to high blood pressure, potentially, compared to the 42% expected Response Rate (something is working) for 42% of the group.