Replies to post #216230 on Biotech Values

[DewDiligence]

Re: Neoantigen vaccines /ADXS-NEO

Curious that the authors of the Nature write-up you posted consider colorectal cancer to be a high-mutation cancer; it is generally thought to be the opposite.

Colorectal cancer will be one of the three indications for the ADXS-NEO neoantigen-vaccine program licensed by AMGN (the other two are NSCLC and H&N: #msg-134949543). According to ADXS’ FY4Q17 CC, the rationale for selecting colorectal cancer is to see if NEO can work in a “cold tumor” setting.

[DewDiligence]

Vaccibody—>a neoantigen-vaccine company I hadn’t heard of:

https://www.prnewswire.com/news-releases/vaccibody-moving-forward-with-cancer-neoantigen-vaccine-trial-300629334.html

[DewDiligence]

GNCA highlights neoadjuvant-selection process:

https://globenewswire.com/news-release/2018/04/18/1480941/0/en/Genocea-Presents-Data-at-AACR-Annual-Meeting-Further-Highlighting-Advantages-of-ATLAS-Platform-in-Identification-of-Neoantigens-over-in-silico-Methods.html

No endorsement implied.

[DewDiligence]

GILD, too, is a neoantigen company:

https://www.bloomberg.com/news/articles/2018-06-04/billions-of-fighting-cells-clear-woman-s-breast-cancer-in-study