Replies to post #213658 on Biotech Values

[DewDiligence]

(BAVA.CO)—Something you don’t see every day: A cancer trial whose target population has resectable and metatstatic disease…

https://globenewswire.com/news-release/2018/07/11/1535807/0/en/Bavarian-Nordic-Announces-Initiation-of-Phase-2-Trial-Evaluating-the-Combination-Therapy-of-CV301-and-Nivolumab-in-Metastatic-Colorectal-Cancer.html

Bavarian Nordic A/S (OMX: BAVA, OTC: BVNRY) today announced that the first patient has been dosed in a Phase 2 study evaluating the combination therapy of its cancer vaccine, CV301, and Bristol Myers Squibb's checkpoint inhibitor, nivolumab (OPDIVO), for the treatment of patients with resectable hepatic-limited metastatic colorectal cancer (mCRC).

I.e., the patients in this trial have metastases in such organs as the kidneys, but not the liver.

[DewDiligence]

BAVA.CO starts phase-2 of CV301+Tecentriq in bladder cancer:

https://globenewswire.com/news-release/2018/09/18/1572694/0/en/Bavarian-Nordic-Announces-Initiation-of-Phase-2-Trial-Evaluating-the-Combination-Therapy-of-CV301-and-Atezolizumab-in-Bladder-Cancer.html

Will CV301, which targets CEA and MUC1, work any better than ProstVac (#msg-134628335)? I don’t know, but the idea of targeting tumor-associated antigens rather than tumor neoantigens seems old fashioned.