I sure don't want you to get excited but it does appear that with Bavi what has been happening in animals is happening in humans. The MOA is unique....entirely different from chemo.
While the MOA is extremely important...the proof will be seen in the second line phase II NSCLC MOS data which is expected in the next few weeks or months.
I hope you take the time to listen to the entire NY seminar...including Q&A. The unique MOA is complementary to both chemo and radiation...and there are now trials in humans using one or both. Time will tell.
That is preclinical animal data, can't get excited because most of the time it doesn't translate into human.
Agreed. And even if it did mostly translate, it doesn't mean there would necessarily be a clear clinical benefit. Tumors have multiple mechanisms to evade the immune system.
Bottom line is that this theoretical and preclinical stuff is interesting, but no reason to buy the stock. At the end of the day, only actual clinical results matter here.
(Note this is very different in my mind from some of the targeted agents like BCR/ABL and ALK inhibitors - there we have a very clear link between preclinical experiments and likely efficacy, with mainly safety and PK issues that can be resolved in a Phase I standing between the preclinical and clinical results).
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