If you really read the report, I think this could be a game changing combination. Forget the price-per-stock today. Look at the potential benefits for colon, Lung, Skin, more. The price will reflect the potenrial when its approved.
The dramatic clinical success of cancer immunotherapies in a small percentage of patients has
highlighted the need to identify combination approa
ches that increase the frequency of responders.
Synergistic benefits in pre-clinical models generally
result from combinations of individual modalities
that rely on distinct mechanisms of action. For th
is reason, combinations of (i) vaccines that provide
signal 1, which primes T cells to new antigens [mecha
nism of action for gp96-Ig vaccine in Supplemental
Fig. S1A to D (1, 2)], (ii) T-cell costimulatory agents
that provide signal 2, by directly activating T cells
[mechanism of action in Supplemental Fig. S1E (3-7)]
, and (iii) blockade of immune inhibitory molecules
(i.e., checkpoint inhibition) are being tested and developed in ongoing clinical trials.
Agonist antibodies targeting T-cell costimulatory mo
lecules such as 4-1BB, OX40, TNFRSF25, GITR, and
ICOS are in clinical development
based on their antitumor effects in
a variety of pre-clinical model
systems(8-15). These agonist monocl
onal antibodies (mAbs) are typi
cally delivered i.v. at target-
saturating doses and achieve systemic biodistribution
within minutes, often resulting in global pathway
activation(16). The normal context in which the lig
ands for these T-cell proteins meet their ligands,
however, is localized to antigen-presenting
cells plasma membranes in specific tissue
microenvironments (17-19). The kinetics of ligand expression include rapid induction and subsequent
down-regulation within a 2-5 day window (17, 18),
a pattern that is not reproduced by systemic
costimulation with mAbs. Microinjecting agonist mAbs
directly into tumor le
sions increases antitumor
benefits over syst
(2) FDA Catalyst this summer / fall
FDA Fast Track Designation ~ Access to FDA throughout trial.
New institutional coverage with a buy recommendation.
Insider "buy" transactions
Recent project update an FSCO were very positive.
"If" this passes, you will never see this price point again. Opportunity and risk (of course) is knocking.