We are very close to finding out how efficacious Rindo is on EGFRviii pos nGBM patients
Looking at the price action of CLDX, some may fear that there might have been a news leak recently. Who doesn't have this fear as an investor, but chances are most likely CLDX is just following the IBB chart rather very closely recently. Investors are very risk averse esp when a binary event is looming.
My opinion: I don't believe any news leaked out. I don't think it can be assumed that the 2nd IA was triggered late last yr but the company has been rather transparent and accurate in their guidelines. I believe that this trial has a very good chance (>50%) of meeting the efficacy bar at the 2nd IA.
EGFRviii is not only a TAA but it is also a TSA. Problem with targeting TAA is that despite its high level of expression in some tumors, it may be expressed on normal tissues as well so that any immune amplified response may be muted by the immune self-antigen regulation. The interest in choosing TSA is that normal tissue will not express it and therefore there won't be any self-antigen downregulation to worry about. There's already enough hurdles for mono-therapy in this field so that taking away this one hurdle IMO is significant. CI combo would be great, but that pathway will be made much easier once Rindo can show efficacy as a mono-adjuvant therapy. IMO if this p3 trial fails, then I would state that cancer vaccines just aren't strong enough to over-come the tumor microenvironment by itself.
GL