Replies to post #240700 on Biotech Values

[vinmantoo]

VACC reports interim phase-1b data in HBV:

Doesn't seem too impressive to me.

I assume ENTA is following up the patients it treated with EDP-514 to assess viral loads after the short-term treatment was discontinued. It will be nice to finally see another anti-HepB compound chosen for development and for ENTA's Covid protease inhibitor EDP-235 to enter trials. How much of a spike do you think the latter will provide, if any?

[DewDiligence]

ABUS, VACC start phase-2a trial of AB-729 + VTP-300 + nuc in virologically-suppressed HBV patients:

https://finance.yahoo.com/news/arbutus-vaccitech-dose-first-patient-113200730.html

The trial is designed to enroll 40 cHBV patients. All patients will receive AB-729 (60mg every 8 weeks) plus NA therapy for 24 weeks. At week 24, treatment with AB-729 will stop. Patients will continue only their NA therapy and will be randomized to receive either VTP-300 or placebo for an additional 24 weeks.

At week 48 all participants will be evaluated for eligibility to either discontinue or remain on NA therapy.

AB-729 is an RNAi; VT-300 in an immunotherapy whose phase-1b data (with and without Opdivo) were reported in Dec 2021 (#msg-167035175).

All told, I would describe the phase-2a trial now starting as a Hail Mary.

[DewDiligence]

VACC reports_updated phase-1b data_for HBV therapeutic vaccine VT300:

https://www.globenewswire.com/news-release/2022/06/22/2466880/0/en/Vaccitech-s-VTP-300-induced-sustained-reductions-of-surface-antigen-in-patients-with-chronic-hepatitis-B-both-as-a-monotherapy-and-in-combination-with-a-single-low-dose-of-anti-PD-.html