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davidal66

02/09/17 11:36 PM

#608 RE: Oren1976 #607

Not so sure...

I know there will be more color on the VB600 series and oncology implications. The prior PR was very generalized in scope... we may get a plan forward--preclinical--phase I with possible endpoints.

I'm guessing they will/or are applying for a SPA for the ovarian cancer trial. I doubt we will get approval of such a SPA by Monday, but the end of phase II meeting left a lack of details, clearly they are in negotiations about the trial size....120 patients or so and powering of the trial. My guess is they will try to include a SPA.

As to the GLOBE trial, I expect nothing... enrollment complete, waiting interim look so no news most likely on t his point except possible news update on any compassionate access of VB-111.

We may get some color or specifics about the checkpoint inhibitor/VB-111 trial.

The other wildcard is more specifics about the NASH preclinical candidate. Dror mentioned on previous conference calls he will discuss more in first half '17 about plans for out-licensing the lex. platform. This is a fairly good profile conference to lay out such details.

One last point, will this call serve as the quarterly conference call? The last being November '16 isn?