Replies to post #1061 on Vascular Biogenics Ltd (VBLT)

[gr8db8]

Thanks for that, Valueinvestor12. I think the key part is "we know that we won't be able to talk about interim analysis before the second part of Q3 2017." We had a big discussion here when that came out. I think the way we read it was that the earliest we will hear about the interim is mid-August. It doesn't mean that it will happen in August but he is saying that it certainly will not happen before then.

Are you reading it the same way?

[wcopeland]

Thanks for digging that up value! So, second half of Q3 through possibly early Q4. Does this mean that the full analysis will probably be delayed until closer to mid-2018?

But what makes you think the stock will move higher in anticipation of positive interim outcome? If the stock were expected to move up in anticipation, then why is the share price stuck right now?

I could imagine a few catalysts that, if released before Ph3 rGBM interim outcome, could start significant movement on the stock price:

1. Starting Ph3 ovarian trial. However, I am not sure if this would raise the price or lower it. Thoughts? Since this Ph3 ovarian has been part of the spending plan for years now, I would hope the market would not react negatively to increased spending.

2. Announcing and/or starting combination trial with checkpoint inhibitor in NSCLC. Bonus points if the other company foots the bill.

3. Partnership with pharma company for NASH. Dror started to mention this earlier in the year and then has just been completely silent about it since.

4. More positive news about progress with MOSPD2. Although, why would they be talking about preclinical MOSPD2 when they have a pivotal trial so close to completion?