jondoeuk,
I have had my eye on OX40 since it was disvovered. This is not just any antibody, it is a key antibody that can be utilized to interfere with a key process. There is a very good chance, I would even say a high liklihood, that this will become a commercialized product. The Stanford data indicate how it might be used to greatest effect. Also, because the amounts of agents involved are so miniscule and because their targets are tumor specific, there should be an associsted high degree of safety with their use and this should work for multiple tumor types as well.
Preexisting T-cells within the tumor environment are associated with better outcomes according to UCLA and NWBO data from their trials. This OX40 research from Stanford confirms this benefit to their combo as well. What this tells me is that NWBO's use of DCs to create a new T-cell population should help expand the treatable patient population even if a cheaper to use product would eventually emerge. L and Direct both enjoy a lead in expected time to market and will benefit from that. I also expect the Direct trial to be very short based on new guidance, newly developed patient selection advantage, improved product, improved dosing, multiple tumors injected, optimized cell count per treatment and added adjuvent therapy. Best wishes.
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