Monte Carlo simulation maps AMPLIFY-7P's readout delay onto control-arm survival and vaccine HR. Efficacy scenarios fit 2-3x better.
A Johns Hopkins Phase 1 trial of a pooled mKRAS vaccine with dual checkpoint blockade strengthens the case that mKRAS peptides generate durable, cross-reactive T cell immunity correlating with disease-free survival in resected pancreatic cancer, consistent with Elicio's AMPLIFY-201 data.
SELLAS has disclosed enough about its Phase 3 REGAL trial to collapse the GPS investment thesis into a single question: what is the median overall survival in the control arm? Of all permitted BAT maintenance options, only venetoclax might plausibly push it beyond historical norms.
AMPLIFY-7P and REGAL both face delayed readouts as events accumulate slower than projected. A comparison of trial design, mechanistic evidence, and immune correlates, and why my conviction behind ELI-002 in PDAC and GPS in CR2 AML is not equal.