Oxford Biomedica. 2005 to see 'Huge value creation' (Panmure Gordon)

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Knackers - Tue, 20 Dec 05 :

Also on Anyara...

Sept 05 results 40 patients treated

1 partial response
14 patients tumour stablised

This was for the higher dose - the lower dose does not appear to have met with much +ve data..if at all.

ANYARA safety and dose optimisation will have to be confirmed in lengthy P1/11 trials.

Given TroVax'a safefy profile and P11 conclusion, we appear to have a good 3-4 year lead. ANYARA doesn't appear to be a 'clean' immunotherapy, though seems potent enough.

IMO ANYARA will have more than a match with the Wyeth Trovax/5T4 collaboration which I call, "2nd Generation TroVax". Remember that should be entering the clinic in 2006.


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