Any comments on the controlled Phase 2 trial that CLDX is conducting combining rindo + Avastin?
What they are doing makes sense from a theoretical point of view, but who knows how it will work out in practice. I'd put it in the 50:50 bucket. My underlying bias is to view any immune-based therapy as innately uncertain.
This (Avastin didn't improve OS in 1st line GBM) would open the market for CDX110 in 1st line EGFRvIII+ GBM if the ph3 trial succeeds. CDX110 + Avastin in recurring GBM with PFS as endpoint is a little bit longer shot to me.
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