Agree with everything you have written here. IDO and ARG play a role in regulating nutrient levels -- more specifically they deplete nutrient levels, and T cells need nutrients to thrive. So inhibiting those enzymes doesn't really stimulate the production of new Tcells, it just makes the environment better for those that are present. Seems like inhibiting PD1 already addressed this mechanism by allowing Tcells in the tumor microenvironment to survive. The science is pretty clear that tumors are cold because of a lack of Tcells. So what did they really expect IDO to add? The
>> One aspect that confused me prior to this phase 3 data release was the aggressive moves by multiple players to enter the IDO space, their willingness to start phase 3s on limited data, and the selective disclosure of P1/2 data in some indications while not disclosing others. I figured the possibilities were either that they see something, or that they're all moving forward as a competitive / don't-get-left-behind play.
Don’t underestimate inherent bias from companies and investigators especially when it comes to IO combination. While I was skeptical of IDO and the ridiculously high valuation attributed to it in INCY case the last a few years, I thought ph1/2 data at least showed hint of efficacy although marginal (PFS HR in 0.85-0.9). ECHO-1 didn’t just fail, it showed no efficacy at all! Thus ph1/2 data were entirely due to patient selection and interpretation of response data (ORR and PFS) from combination, thus bias! I am not talking about intentional bias here. Look at Roche atezolizumab IMmotion151, the differences between investigator assessment and independent review on combination arm were staggering while relatively consistent on sunitinib arm - that’s from a relatively large ph3 trial!! That type of large differences from IO combination arm alone in small single arm open label ph1/2 trial would lead to ph3 in IO crazy era today. This is why I think ECHO-1 result affects valuation of all smaller IO players based on small datasets and open label investigators assessment.
News 
Market Data 
Discover 
AI
