I certainly don't see why it will be negative, not one iota, but that's just me.
We have an esteemed team with years of experience conducting trials. If I recall correctly during my discussion, Leslie mentioned it is very difficult even for a non-experienced team to fail early phase trials.
Prof Peter Schmid came on board not long ago to design the next stage of the trials, which is the HER-Vaxx + Herceptin & HER-Vaxx + Chemo (Yes, we're already talking about the next stage even before the 1st cohort was completed months ago).
The 1st cohort results were promising as per announcement in Feb:
"HER-Vaxx cancer vaccine (IMU-131) is showing early promise in patients with metastatic gastric cancer and feedback from clinicians running the study has been positive. Clinicians have reported no safety, toxicity or tolerability issues with HER-Vaxx during the first cohort dosing of patients. The clinical results indicate that IMU-131 induces strong immune responses in patients, with antibodies to the target cancer biomarker HER2/neu strongly evident in validated assays."
It's also difficult to be overdosed as Leslie said the vaccine will just "peter out like vitamins". I asked that question to Leslie because I remember @Mer mentioned about this in the forum last month & I had similar concern as well.
So my take with HER-Vaxx trial:
1. The 2nd cohort will be positive & either have the same results or even better than 1st cohort. Interim Ph1b result will come out around the same time of the completion of 2nd cohort, which is days/weeks away. Will see re-rating of Imugene market cap.
2. End of Ph1b is around Aug-Sep. Results will be positive. Will see significant uplift of market cap.
3. Start of Ph1b combo studies & Ph2 at end of year or beginning of 2019.
Cheers,
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