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Phantom Lord

10/23/19 1:33 PM

#28799 RE: DesireToLearn #28797

I would hope so but the main focus now is on MultiTAA. While I still believe the vaccines have their place they will not be worth anything near what MultiTAA will be should both prove successful.

rwwest

10/23/19 2:04 PM

#28802 RE: DesireToLearn #28797

from Redplate 10/16/19 "The vaccine program is a small part of this company and those timelines are separate from the timelines and expectations of the cell therapy programs. The deliverable that will drive value here will not be approval of one of the vaccines. Value will be driven by anticipation of buyout based on tumor response data in the cell therapy programs. If you think value is ten years away and based on the vaccine programs your diligence is clearly lacking. While the data being discussed is really encouraging, it’s only a part of the combined technologies. Having said that, if tumors continue to shrink in the TPIV110 trial for DCIS that would be unprecedented for a peptide IO vaccine. It is the first clinical experience with the full and complete formulation, as prior studies with TPIV 100 (precursor to 110) used only the four CD4 peptides, and the 110 adds the key CD8 target peptide. So if data does continue to generate Clinically meaningful tumor responses (shrinkage), the value of the vaccines may well equal the value of the cellular IO program. Solid Tumor shrinkage via vaccine immunotherapy is unheard of and if it continues there will be considerable value generated loooooong before commercial launch."