@Filmnoir11 @Stephengm99@aria606@EricTopol@sailorrooscout We know the Israeli data is more robust and meaningful because unlike the UK or the US, they vaccinated first--in December and they keep granular records, unlike the US. I'm a doctor who was vaccinated months ago. I don't like the way the booster issue is being handled here.
@Filmnoir11 @Stephengm99@aria606@EricTopol@sailorrooscout Your tweets are factual; however, the issue is not vaccine efficacy, it's waning efficacy. Not only does the granular Israeli data show waning efficacy... it also shows that boosters work quite well to boost this waning immunity in terms of severe outcomes.
@brandonhicks@ARAdultImmDoc Very good points. Do you risk potential side effects with a third Pfizer booster that moves the needle only slightly versus a distinct booster that is updated for variants of concern.
@brandonhicks Problem with an updated vaccine, tailor made for the delta strain, is Delta might be gone in 4 months, displaced by a new variant; doesn't it make sense to boost now with a third mRNA shot, hoping increased antibodies can fend off the Delta...esp. in aged/immune suppressed?
@MichaelodwyerMD@EricVivier1 I suspect this is the case for the most robust effect... MDACC-AFM13 data suggests this is the case as does preclinical data looking at AFM24 in solid tumors with added NK cells.
@GZuckerman@adamfeuerstein@bradloncar Sadly, most people view Biogen's FDA approval as unambiguous proof there is an effective treatment for Alzheimer's Disease. My office has already been contacted by several families wanting the infusions for their parents.
@Long6422Da@dhovekamp42@biosleuth 1 was the older NK version, and, one, if memory is correct, was a T-cell bispecific targeting EGFR. Differences I believe involved potency and, more important, half life. T-cell research outlined here: https://t.co/VIoQdP5KQe
@Orangeman1992@marketreader8@dhovekamp42 Wonder what you guys think about $ALEC. I'm very intrigued by their Alzheimer's approach, but it's very early and very risky, I have a tiny, tiny position. I love their science--and neurodegenerative disease may be where oncology was prior to the first immune oncology drug.
@Orangeman1992@marketreader8@dhovekamp42 Lastly, there is a discount in that it is essentially targeting a new angle in immune oncology. It's doing something that really no one else is doing(to date), so it's harder to measure, harder to value.
@Orangeman1992@marketreader8@dhovekamp42 Well said. There is both a Europe as well as CEO/Adi discount. It was undervalued at 1.80 a share and it's undervalued today. My key take away is it will one day(soon hopefully)be fairly valued.
@ZachPharmD@sentivcapital@BayAreaBiotechI@STL_Biotech @XBIObserver Also seeing PR's and CR's with monotherapy in T-cell lymphoma with ongoing trial with AFM13, and monotherapy at a small Columbia trial with AFM13 in cutaneous lymphoma. https://t.co/ShaAANpege. Any CD30 lymphoma might benefit from the MD Anderson--Affimed approach.