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Replies to post #204156 on Biotech Values
After treatment with ImmunoPulse® IL-12, the best overall response to anti-PD-1 or anti-PD-L1 therapy was 64% (9 of 14 patients). In a subset of eight (8) patients, who went straight from ImmunoPulse® IL-12 to treatment with anti-PD-1 with no intervening therapies, a best overall response of 75% (6 of 8 patients) was observed. Although this is a small subset of patients and a retrospective analysis, these observed response rates are much higher in these patients than the expected 30-40% seen with anti-PD-1 monotherapy.
Currently, a phase II clinical trial (ClinicalTrials.gov identifier: NCT02493361) at the University of California, San Francisco (UCSF) is assessing the potential synergy between intratumoral IL-12 (given on days 1, 5, and 8 every 6 weeks) and concurrent administration of pembrolizumab (200 mg every 6 weeks). One 69-year-old female patient in the UCSF trial, with stage IV melanoma and an accessible lesion of the left inner arm, after 2 cycles of IL-12 and 4 cycles of pembrolizumab experienced a positron emission tomography (PET)/computed tomography (CT)–confirmed complete response of the target lesion, and had no other sites of disease by the fifth cycle of treatment. Another female patient in the same trial (72 years old), with a treatable melanoma of the left forearm, after 4 cycles of IL-12 and 10 cycles of pembrolizumab experienced > 98% shrinkage in lesion size from baseline, based on Response Evaluation Criteria in Solid Tumors (RECIST). The most remarkable case in this cohort, however, is that of a 62-year-old male patient with at least stage III melanoma of multiple primary sites who experienced a complete clinical resolution of all treated subcutaneous lesions after only 1 cycle of IL-12 and 2 cycles of pembrolizumab. Radiographic evaluation of any distant metastases and confirmation of response are pending, but these results are expected to be good. Furthermore, another three patients have experienced interval tumor reduction, with one patient exhibiting locoregional shrinkage of distant untreated melanoma nodules.
Ziopharm Oncology (ZIOP) and Oncosec Medical (ONCS) are developing similar but competing gene therapies to deliver interleukin-12, a protein which stimulates the immune system to kill cancer cells, directly into tumors.
Ziopharm's current enterprise value is almost $800 million, while OncoSec has a negative enterprise value of $2 million. But guess which company has better clinical data, to date?
Oncosec.
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