Here's What Markets Have Missed By Overlooking The VBI Vaccines CMV News

Patients were vaccinated at zero, two and six months and – as of May this year – all patients have been dosed with their final vaccination.

So what did the numbers tell us?

First and foremost, that the vaccine is safe and was well tolerated at all doses, with no safety signals reported. That's the important but somewhat more boring side of the release. What is more interesting is the efficacy signals that the data produced. The vaccine induced antibody responses against the antigen and, importantly, these responses were dose-dependent after the second vaccination. This is a strong, albeit early-stage, hint of this vaccine working.

Further, in patients that were given the highest dose of the vaccine, and after two doses, seroconversion rate was 100%. Seroconversion here refers to the time taken for a vaccine to induce the creation of antibodies that are at detectable levels in the blood. At a 100% seroconversion rate, therefore, all patients given the highest dose vaccine had levels of CMV antigen associated antibodies in their blood at detectable levels after just the second dose.

Again, an early but very strong efficacy signal.

So what is next?

This was interim data and the next major milestone for VBI (with regards to this program) is topline release. There are two primary elements to this topline readout. The first addresses safety data at day 336 (in other words, what amounts to one year after dosing) and efficacy data as measured after dosing completion (i.e. all patients having received three doses).

Both of these reports should come during the first half of 2018 – they will likely hit press as a combined release. If they are as indicative of safety and efficacy as the most recent release, markets are going to start paying a lot more attention to this program than currently seems to be the case.

Of course, the phase III program will likely take center stage during the coming twelve months but this CMV program offers a longer term set of catalysts that could serve to compound any strength seen on the back of said pivotal program maturing to successful completion.  

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Disclosure: The author holds no positions in any of the stocks mentioned in this piece. 

Opinions are my own and I have no business relationship with/am not receiving compensation from any ...

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Kate Hayden 3 years ago Contributor's comment

I thought the news you were going to discuss was the IND issued today for 1901, the brain cancer program. What do you think about that newer news?

David Lamoureux 3 years ago Member's comment

Sci-B-Vac has been in my news feed for a while. I remember the first time I heard of it was at a cocktail party last year. What surprises me is that $VBIV has made remarkable progress on this drug. I think I need to pay it forward and tell my friends about its coming clinic trials this year.

Anastasija Janevska 3 years ago Member's comment

What'd you hear about them? Any insider tips? ;-) $VBIV