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davidal66

04/18/17 1:15 PM

#823 RE: gr8db8 #822

I didn't realize Avastin's patent expired in '19.... That's technically around the corner.

The reason I think a Roche deal or buyout is possible surrounds the efficacy observed in phase II. Should VB-111 plus Avastin show a meaningful survival benefit together as opposed to Avastin alone, this will open the doors towards multiple paths forward... first in newly diagnosed as a possible combination, second toward European approval for rGBM with Avastin/VB-111.

True this is obviously chump change for Roche, but it may lead them to wish to own it and see if Avastin/VB-111 works together in other solid tumors as well. Remember this/rGBM is the toughest of the tough. Should VB-111 work here, it should work in multiple other indications.