The interim data indicates the efficacy of the combination exceeds the efficacy of Keytruda as a monotherapy in either indication. It also represents the first time that CVA21 has been successfully administered via IV.
In our view these results appear very encouraging for all stakeholders – and not just the collaboration partners Merck and VLA. We believe each of the major developers will be looking at this data very carefully.
We continue to believe CVA21 is a leading candidate for a combination with either Merck’s Keytruda or other checkpoint inhibitors from BMS, AstraZeneca, Genentech, Pfizer or Celgene.
Aloha
VLA Price at posting:
83.0¢ Sentiment: Buy Disclosure: Held