Replies to post #135170 on Biotech Values

[jq1234]

I generally agree with your statement on "immunological adverse events".

As of CLDX's rindo, here is a retro analysis that could point to the effect of rindo on the expression of EGFRvIII at tumor recurrence. I find it very interesting:

http://jco.ascopubs.org/content/29/22/3105.2.full

[DewDiligence]

Does Bavarian Nordic’s Prostvac work in CRPC? Possibly (but hard to tell based on these data):

http://in.reuters.com/article/2015/02/24/us-bavarian-nordic-cancer-idINKBN0LS2CI20150224

Patients were treated with the company's Prostvac vaccine, in addition to escalating doses of Bristol-Myers Squibb Co's Yervoy… On average, patients taking both drugs survived 31.3 months, compared with a predicted survival period of 18.5 months that had been based on historical survival data for older chemotherapy treatments.

Among the 15 patients who received the highest 10 milligram dose of Yervoy in combination with Prostvac, 20 percent remained alive at 80 months. Data from the combination trial were especially impressive, considering that Yervoy had previously failed in Bristol-Myers' own trials to prolong survival in patients with advanced prostate cancer.

Complete data from the Prostvac study are slated to be presented on Thursday at the Genitourinary Cancers Symposium in Orlando.

[DewDiligence]

BAVA.CO—ProstVac phase-3 stopped for futility:

http://www.bavarian-nordic.com/investor/news/news.aspx?news=5308

The previously reported data on ProstVac were difficult to interpret (#msg-111132953).

BMY acquired an option on this program in 2012 for $60M (#msg-111391297), which will presumably be declined.

BACA.CO CC tomorrow 8:30am ET.

[DewDiligence]

I don't think we're at the point technologically where we can manage to break self-tolerance with these vaccination strategies while demonstrating zero immunological adverse events. In my opinion, anyone currently selling this utopian view is selling a vaccine strategy that doesn't work.

I think that’s what I was trying to say in my previous post (#msg-143639820).