Again: My impression is, if NWBio ever made it to the finishing line, their product does not look competitive even if at par with IMUC in regards to efficacy (which they won't be: ICT-107 phase II PE is mOS while DCVax phase III PE is mPFS). Tumor tissue logistics is a big obstacle - see Provenge - plus the additional costs and additional aphereses etc. But my biggest concern remains their phase III trial performance... A clinical trial running for more than 6 years and still recruiting (new centers and patients) is worrying for many reasons.
My only other bet in the glioma space besides IMUC is Celldex (CLDX). Looks very promising in a sub-population of EGFRvIII-mutation positive patients (about 30% of all first-line GBM). In addition, they have a nicely diversified clinical portfolio in different indications... Take a look, Alexp!
nice posts f'man. I particularly like ....facts.
CLDX is another very well-run co. that keeps on performing. After "our little dilution" they became my #1 yearly performer, passing IMUC. This coming year should be great for both, though I think IMUC has an added under-the-radar aspect. I'll be trying to juggle some assets bet. the two over the next 13mos..
IMUC will come out from under-the-radar and should soon be worth at least as much as CLDX is today.
CLDX' recent SNO-update was really very encouraging. To have three different trials producing in smaller sample sizes more or less the same magnitude of benefit over matched controls is a very strong signal. And round about 60% of patients alive at the 2-year check-point and between 23 and 33% alive at the 3-year check-point lets the running phase III ACT IV-trial look like a done deal (PE, however: mPFS). We'll have to wait a little longer, though, for this one to mature, evsworld. 2016...