Data fra fase 1/2-undersøgelsen af en ny vaccine mod kræft i bugspytkirtlen, kaldet TG01, viser, at 13 ud af 19 patienter (cirka 68 procent) var i live to år efter den første vaccination.
I forhold hertil varierer to-årsoverlevelsen i studier med lignende patienter, der kun har fået kemoterapi, fra 30 til 53 procent.
Resultaterne fra undersøgelsen viser også, at TG01 inducerede immunrespons i 92 procent af patienterne og havde en gunstig sikkerheds- og tolerabilitetsprofil.
Undersøgelsen omfatter patienter, der er blevet opereret for kræft i bugspytkirtlen, og som har modtaget kemoterapi (gemcitabin) i kombination med vaccinen. Fire centre fra Storbritannien og Norge deltog i undersøgelsen.
Nu vil det norske firma bag vaccinen, Targovax, fokusere på at indhente immune data, der kan vise en sammenhæng mellem vaccinens immunaktivering og overlevelse. Firmaet håber, at data kan præsenteres på den amerikanske kræftkongres ASCO i juni 2017.
TG01 er en peptidbaseret terapeutisk anti-kræftvaccine, som er rettet mod RAS-mutationer, som findes i mere end 85 procent af tilfælde af kræft i bugspytkirtlen, 50 procent af kolorektalkræfttilfælde og 20-30 procent af alle kræfttilfælde.
http://targovax.com/
I forhold hertil varierer to-årsoverlevelsen i studier med lignende patienter, der kun har fået kemoterapi, fra 30 til 53 procent.
Resultaterne fra undersøgelsen viser også, at TG01 inducerede immunrespons i 92 procent af patienterne og havde en gunstig sikkerheds- og tolerabilitetsprofil.
Undersøgelsen omfatter patienter, der er blevet opereret for kræft i bugspytkirtlen, og som har modtaget kemoterapi (gemcitabin) i kombination med vaccinen. Fire centre fra Storbritannien og Norge deltog i undersøgelsen.
Nu vil det norske firma bag vaccinen, Targovax, fokusere på at indhente immune data, der kan vise en sammenhæng mellem vaccinens immunaktivering og overlevelse. Firmaet håber, at data kan præsenteres på den amerikanske kræftkongres ASCO i juni 2017.
TG01 er en peptidbaseret terapeutisk anti-kræftvaccine, som er rettet mod RAS-mutationer, som findes i mere end 85 procent af tilfælde af kræft i bugspytkirtlen, 50 procent af kolorektalkræfttilfælde og 20-30 procent af alle kræfttilfælde.
http://targovax.com/
14/2 2017 09:07 Helge Larsen/PI-redaktør 1
75438 Et spændende selskab med et spændende produkt. Der er meget debat omkring dette blandt norske investorer på de forskellige social aktieplatforme.
14/2 2017 21:05 Aksjeforum 075441 Det foregår en diskusjon rundt Targovax på Aksjeforum: https://www.facebook.com/groups/Aksjeforum/
16/2 2017 20:50 ProInvest1 075445 DNB 16.02.2017
Recommendation BUY target price from NOK17 to NOK35
Targovax reported Q4 earnings figures on 16 February. As expected, the report per se was a non-event. More important for the share price, in our view, was the release of 2-year survival data from the TG01 trial in resected pancreatic cancer patients, presented a few weeks ago. We believe the data indicates that the vaccine might have a beneficial effect on overall survival in this patient group (though it is still early days). We retain our BUY recommendation and have increased our target price from NOK17 to NOK35.
Q4 report a non-event. The company lost NOK31.3m in the quarter and had a cash position of cNOK171.6m at the end of FY 2016.
Presented 2-year survival data on TG01 in January. The company presented data from the TG01 trial in resected pancreatic cancer patients in January. The data showed that the 2-year survival rate in the patients that had received the TG01 vaccination was 68%. As it is a single-arm trial with concomitant treatment with gemcitabine, the only data we can use to gauge if the outcomes are good is historical. In an historical setting (when resected patients are only treated with gemcitabine) we see that the 2-year survival rate is typically 30-53%, hence the trial indicates a better outcome than the historical data suggests.
Limited patient material in the trial, prompting us to remain cautious. We advise caution in drawing conclusions based on the limited patient data, as the trial included only 19 patients. Hence, the difference in 2-year survival rates between the TG01 trial and the historical data (53%) is represented by only three patients more that are alive after the TG01 trial (in a 19-patient "trial each patient represents c5.3%). We also see from other trials that the surgical procedure itself has a large impact on the outcome. If the patients had a so-called positive or negative margin after surgery, this has a significant impact on overall survival; as we do not know if there are any differences between the TG01 trial and the historical data, the difference in survival rates could be explained by variations in the surgical procedure rather than the impact of the vaccine. However, if the data includes a higher proportion of R1 patients, then the underlying data would actually be stronger than the 68% OS indicates.
BUY recommendation retained and target price increased to NOK35 having increased the LOA (likelihood of approval) for the TG platform.
http://targovax.com/
Recommendation BUY target price from NOK17 to NOK35
Targovax reported Q4 earnings figures on 16 February. As expected, the report per se was a non-event. More important for the share price, in our view, was the release of 2-year survival data from the TG01 trial in resected pancreatic cancer patients, presented a few weeks ago. We believe the data indicates that the vaccine might have a beneficial effect on overall survival in this patient group (though it is still early days). We retain our BUY recommendation and have increased our target price from NOK17 to NOK35.
Q4 report a non-event. The company lost NOK31.3m in the quarter and had a cash position of cNOK171.6m at the end of FY 2016.
Presented 2-year survival data on TG01 in January. The company presented data from the TG01 trial in resected pancreatic cancer patients in January. The data showed that the 2-year survival rate in the patients that had received the TG01 vaccination was 68%. As it is a single-arm trial with concomitant treatment with gemcitabine, the only data we can use to gauge if the outcomes are good is historical. In an historical setting (when resected patients are only treated with gemcitabine) we see that the 2-year survival rate is typically 30-53%, hence the trial indicates a better outcome than the historical data suggests.
Limited patient material in the trial, prompting us to remain cautious. We advise caution in drawing conclusions based on the limited patient data, as the trial included only 19 patients. Hence, the difference in 2-year survival rates between the TG01 trial and the historical data (53%) is represented by only three patients more that are alive after the TG01 trial (in a 19-patient "trial each patient represents c5.3%). We also see from other trials that the surgical procedure itself has a large impact on the outcome. If the patients had a so-called positive or negative margin after surgery, this has a significant impact on overall survival; as we do not know if there are any differences between the TG01 trial and the historical data, the difference in survival rates could be explained by variations in the surgical procedure rather than the impact of the vaccine. However, if the data includes a higher proportion of R1 patients, then the underlying data would actually be stronger than the 68% OS indicates.
BUY recommendation retained and target price increased to NOK35 having increased the LOA (likelihood of approval) for the TG platform.
http://targovax.com/
