A Pharma/biotech analyst was just interviewed on cnbc and asked about the Merck/Moderna news and lack of market reaction. He pointed out that the Moderna melanoma combo still has to go to phase 3 and early melanoma is not a huge indication.
He said, if the vaccine eventually goes beyond melanoma to apply more broadly to other cancers, then it gets very interesting (I’m probably paraphrasing a little since I don’t remember it word for word.)
So DCVax has a phase 3 and the science should apply as a platform, plus direct!
I was listening carefully for a possible mention of dcvax but not this time. The time is near imo since the first GBM approval should catch a lot of press.
Now Let us revisit the Direct paper again to savor the extraordinary science that NWBO is about to bring to the patients. In the Direct trial, I am pretty sure the patients had medical conditions worse than those enrolled in the Moderna trial. Accord to the Direct paper, patients went through several rounds of traditional therapy and cancer already metastasize. If I am not mistaken about the paper, Direct was administered only to one or two selected tumors on patients. The Direct trial had five melanoma patients and today two of these patients are still alive (at least the two patients were still alive at the time the paper was published which was five years after the treatment). Clearly, there is indication that Direct can trigger immune system memory. Here we are only talking about Direct alone.
Melanoma is hot tumor on which Keytruda should have good efficacy. Yet the combo of keytruda and mRNA vaccine delivered pretty mediocre results. Moderna SP drop is a good indicator that investors are smart and they had higher expectation on the combo trial. Melanoma is supposed to low hanging fruit that Merck and Moderna might have thought they could easily pick up. I guess now they have no guts to try tough targets like cold tumors in the near future.
Merck is one of those sponsors on the May 2nd NYAS conference. Hope they come out of their hole and talk openly about our DcVaxL combo. If they don't do, hope LP releases the PCLYC 10 yr OS combo data on that day announcing GIA.