Van een zekere Shoshin, op Twitter, ik weet niet wie dit is maar hij gaf m.i. een aardige samenvatting:
Q3 Call. New Ceo missed some nuances in the questions, but did fine for just joining & struck right notes about driving shareholder val & tx's to patients. Andreas--no nonsense and steady as usual--continues to be enthusiastic about developing and "outstanding" data
LuminICE tracking well against MDACC precursor, which is saying something, given the move to a widely distributed multi-center trial (px's treated at 10 different sites to date), and pairing with a new co-administered cryo-preserved AlloNK cell. 83% ORR in first 2 cohorts (N:12) and 6 cr's; 4 pr's. Potential for 3 of those pr's to deepen, with at least another cycle left . . . Enrollment in cohorts 3 & 4 (higher cell dosing) has proceeded quickly and is almost complete (10 of 12) with no screen failures. updated orr data @ clin conf in Q4
24 nsclc mut combo (w/atezo) data updated, 17 evaluable, 23.5% ORR 70% DCR. very sick patients w/o options and low tolerance for chemo. guidelines at this stage include pall care 8/17 continue on Tx. mFU 7 months. wt expansion cohort (40) fully enrolled. orr data coming in Q4. mature mpfs for both mut and wt due 1H25
28 mono news in r/r AML is a dose response signal in DL 6 300mg cohort reporting a 50% CR/i rate (3/6), with one previous PR deepening and no safety issues (we're talking CD 123, so that's meaningful). fair to say these results were unexpected in mono; company taking notice ("this has become a very interesting program for us") and deciding to expand DL 6 cohort to another 6 px to confirm mono performance. mono data also driving a different talk track around possible go-forward plans, where combining with an allonk cell is now only one of several options; other possibilities include combining with another soc agent and/or sticking with mono path
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5:17 PM · Sep 5, 2024
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