Tom3 schreef op 27 november 2020 13:58:
Persimmon Tree Investments
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From the Q1 earnings CC:
AFMD raised approximately $21 million using ATM (of total $50 million with Jefferies), and purpose, per company:
"This cash infusion is planned to be used to help support a broader development strategy for AFM24."
As Jonathan notes, broader development for AFM24 likely points to broadening plans for dose expansion phase (2a).
Current AFM24 trial protocol calls for:
"The dose escalation phase will be followed by the dose expansion phase once the MTD/RP2D of AFM24 monotherapy has been determined. The dose expansion phase of the study using the MTD/P2D is intended to collect preliminary evidence of efficacy and to further confirm the safety of AFM24 as a monotherapy. The expansion phase will have 4 arms based on tumor type of metastatic colorectal cancer and non-small cell lung cancer."
So, if "broader development" means an increase/expansion of the above plans, then it's not unreasonable to think that Affimed may now want to include additional solid tumor type(s) expressing EGFR, such as:
breast
head and neck,
ovarian,
cervical,
bladder,
esophageal cancers,
gastric and/or
endometrial.
My guess would be EGFR+ breast cancer, if not others as well.
13 Jul 2020, 06:45
Ontleend aan Seeking Alpha. We moeten dus nog wel geduld hebben voordat AFM24 zijn werking gaat tonen. Ik schat zo medio 2021.