November 21, 2011

Immunology Redux

It is abundantly clear that characterizing the immunologic response to PV-10 is extremely important to medical oncologists. Surgical oncologists could care less, and think PV-10 already should be approved.

My diligence suggests immunology now has become a very key valuation driver. As I wrote previously, two immunology studies have been completed (immuno-studies #1 and #2) and additional studies are in process, which are expected to be completed in December. Additional immunology studies will be undertaken next year.

I will be paying close attention to where and how immuno-studies #1 and #2, being the first in the pipeline, are presented: What are the venues? What is the tenor of the author(s) in conveying the respective results?

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