The ASCO abstract presents safety, immune activation and clinical response data from the three dose escalation cohorts. In total, 17 patients were recruited into three cohorts: A (low dose, four patients), B (middle dose, five patients) and C (high dose, eight patients). The combination treatment had an acceptable tolerability profile and no dose-limiting toxicities were observed. As a result, the high dose level was selected for the expansion phase, which is ongoing. Preliminary immune response findings indicate the treatment is triggering immune activation and has clinical activity, which were more pronounced in higher dose cohorts B and C.
Because it was the dose escalation part of the trial, no conclusions about the clinical efficacy can be made yet. The fact that the combination was well tolerated and the highest dose was selected for the expansion phase was the best possible outcome of this part of the trial. Phase II part of the trial is now enrolling patients.
Given the early stage of the study, it is too early to estimate the potential precise positioning of ONCOS-102 for treatment of patients with peritoneal metastasis, but our initial evaluation reveals a relatively large accessible patient population given the rather specific peritoneal chemotherapy approach. We estimate that the number of patients with advanced ovarian cancer with peritoneal metastases to be around 13k in US and 19k in Europe. Applying the same pricing as we have done for ONCOS-102 in other indications ($75k in US and €52.5k in Europe) would indicate a potential market of $1bn in the US and the same in Europe (assuming 100% penetration). We estimate the number of patients with colorectal peritoneal metastases to be lower, around 4k in the US and 5k in Europe, which would translate into an addressable market of around $300m in US and the same in Europe.
Totalmarked på 2,6 mrd usd der altså. Som ikke er inkludert i Edisons kursmål
Edit: ser nå at det ble litt repetisjon her😅
