GEO the bio marker established with the Sunrise patients along with other possible bio markers is a step in that direction. The case is building for a MOA. MSK and NCNN are part of this process with combo pre-clinical trails. It is clear there is some refining (trial design) required for maximum results on future trials. I visualize Bavi in the mix with several triple combination treatments for future trails.
Bavi will eventually be approved as a SOC in triple combination treatments in several cancers. IMO
geocappy, we agree on that. The Yervoy+Bavituximab (melanoma) results on humans should give us a first impression although personally I do not believe in any big future for Yervoy or anti-CTLA-4 in general + Bavituximab. It would be outperformed by Opdivo/KeyTruda/Durvalumab and anti-PD-1/PD-L1s in general anyway.
CTLA_4+PD-(L)1+Bavi might yield a big responders foot print (currently around 20% only). Bringing that to 60-70% with bavituximab might not be possible but 50% increase would be great.
However, I think that LAG-3 in the cocktail with PD-L1 + Bavituximab will set a record that will be hard to beat.
So the NCCN clinical trials with KeyTruda will certainly give us info as will any clinical trial with AstraZeneca's Durvalumab. This being said we are not in for results on that until mid-late 2017.
Therefor in the mean time Avid and Exosomes must be the cash cows to put it in Phil. Kotler terms.