Replies to post #204182 on Biotech Values

[Titan V]

My pleasure north. (more below)

I would also check out HTBX, an OncoSec collaborator with data due in Q4 from it's Opdivo combo in NSCLC. With monotherapy trial failure in NSCLC, good results from this combo will be of value to BMY. HTBX also has bladder cancer phase 2 data due this fall. It has received Fast Track Status from the FDA in BC. There have not been new developments in bladder cancer treatment in the last 25 years. In a recent interview CEO Jeffrey Wolf seemed confident of moving on to a phase 3 trial.

Q: As an off the shelf product, ImPACT can benefit from scalable low cost manufacturing relative to autologous therapies. Can you tell us how this key competitive advantage can help Heat Biologics both leading up to and following FDA approval?

Wolf: We have already begun planning our commercial production and have found that our platform technology scales well.By the time we have our Phase 3 trials up and running, we will be in a manufacturing setup that will support commercial launch.The major competitive advantage is that we can scale the manufacturing and stockpile bulk drug vials for patient use without having to wait for patients.The off-the-shelf setting is advantageous to us and is well-suited to the workings of established and reputable contract manufacturing partners.

Source: Q&A WITH HEAT BIOLOGICS’ FOUNDER AND CEO JEFFREY WOLF ON T CELL STIMULATING CANCER IMMUNOTHERAPIES

Heat Biologics Corporate Presentation

As for the collaboration between ONCS and HTBX, in my opinion both companies are waiting for their inflection points this fall before they move on to a phase 1/2 trial (possibly including a checkpoint inhibitor).
Heat / OncoSec poster

OncoSec and Heat Biologics Present Data at the American Conference for Cancer Research (AACR) Annual Meeting

Lastly, like ONCS, I personally think HTBX will also be a good buyout candidate after its Q4 updates. If you look through the corporate presentation slides, you will see its platform targets 15 antigens, more than any other company. Also, it can be applied outside of immuno-oncology.
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