The Duke trial in glioblastoma used a direct injection of a dna modified Polio virus into the tumor.
The affects were in some patients great but looks like in attempting to hurry along the immune reaction by dose escalation too much (3X I believe) they may have caused such a severe immune response including inflammation in the brain that the patient died.
They then drastically reduced the dosage and appear in the patient they showed are getting a good, although slow results. It appears the immune system does not have to be overly stimulated to do its job and to push too hard is counter productive.
A huge difference with Advaxis' vaccine is their results are obtained with an out patient infusion, and not a direct intra tumoral infusion. In this case in a hospital. Much less application cost.
The biggest difference so far is the Advaxis vaccine has a global, whole body efficacy and there was no mention of the Duke Polio vaccine having any affect on metastasis, which for most cancers is the ultimate objective.
Most single tumors can be resected however brain tumors often cannot be successfully since they reside and spread within critical brain function areas. So this is what makes the Polio vaccine so valuable for brain
Sentiment: Strong Buy
The best way to respond to those craving attention is to not respond.
Responding only feeds their need to be noticed and encourages more childish behavior.
"Geron Enters Into A Collaboration And License Agreement With MERCK & CO., INC. For Cancer Vaccines Targeting Telomerase
Menlo, CA - Geron Corporation announced recently it has entered into a collaboration and license agreement with Merck & Co., Inc. (NYSE:MRK) to develop a cancer vaccine targeting telomerase utilizing Merck's expertise in vaccine technologies."
Merck chose to create their own vaccine by inserting plasmids coding for Telomerase antigens in Dendritic cells rather than Geron's construct of electroporation of Telomerase DNA into Dendritic cells. (VAC-1).
Merck chose not to proceed apparently due to inadequate response in Phase I trial.
This is a custom vaccine requiring the priming of the patients dendritic cells removed from the patient, expanding them and reinfusing. Like Dendreon's Provenge this is an expensive vaccine.
What if the Merck vaccine was combined with their Keytruda Anti-PD-1 ?
Their weak vaccine could maybe become an effective one.
What if Geron's VAC-1 was combined with Keytruda?
VAC2 was part of the sell off of the Embryonic stem cell side of Geron, but since VAC-1 is non-embryonic in origin and the Merck vaccine deal ended before the sell off maybe Geron has more possibilities in the Telomerase cancer vaccination space. A very hot sector now in cancer therapy development.
I see an up trend until at least Punit's upcoming presentation. Potential upside on any real news should hold selling back at least until then.
Seems reasonable to pay for a device they are contracting to an outside supplier to develop.
At the least is indicates they are dead serious about going after internal solid tumors.
I'm not sure I'd call any joining of Geron with Janssen a "merger". More like big fish swallowing little fish.
If Geron really does want to spend money buying clinic ready drugs I hope we don't get diluted to death to finance the trials.
Cancer immunotherapy with Anti-PD1 and anti-PDL-1 are hot right now. They could try to get back the rights to VAC-2 from Asterias. It is entering a Phase I in England. That was going to be the mother load for Geron before they sold it for peanuts.
The total value of all the short shares at todays price is about $300,000.
This is an incredibly small amount of money and I can't see anyone wanting to manipulate the share price of any company for a short would find it worth their while for such a small amount to bother with ONCS.
Sentiment: Strong Buy
Its been a while since you gave us an update on how John was doing.
I know he opted to stop Imetelstat treatments to see how long the remission would last.
It lasted for quite a long time but I got the impression his blood numbers were shifting towards a relapse.
Can you tell us how he has progressed and has he been re-treated?
Best wishes for you and John's continued progress.
ONCS + Anti PD-1 or ADXS + Anti PD-1 are my biggest bets on where we'll be in two - three years as first line in most solid tumor cancers.
It did surprise me that with the J&J deal based on two years of MF data that it would take half a year to start the Phase II trial. Seems a leisurely pace. With all the immunotherapy excitement around Anti PD-1, PDl-1 and Car-T's getting going ASAP would be a good idea. What takes six months? With the first CR's in MF ever aren't the clinicians in potential trial sites hot to get their patients into this trial?
I pulled up the five day chart with ADXS and JUNO, BLUE and ZIOP.
They moved at the same time in the same direction, however the degree of negative change in ADXS was the most severe.
Today two of the three Cart-T's moved up wheras after the initial drop ADXS leveled off.
This makes me think since the chart for ADXS follows the Cart-T charts that tomorrow we will see some climbing.
ALL patients had CRS. 30% required intensive care with respiratory support (some sort of mechanical ventilation to maintain oxygenation and perfusion) and vasopressor for hypotension. 10% showed bleeding problems.