Gårdagens fra ABG:

Nykode Therapeutics, NYKD NO: BUY, TP NOK 80.0
Healthcare, MCap EURm 467, SP NOK 16.40
New preclinical data on mRNA neoantigen vaccibody
mRNA-neoantigen vaccibody superior to untargeted mRNA vaccine
Broader T cell response translates into...
...improved tumour control/survival in a CRC mouse model.
New mRNA-VB data presented in Boston
Today Nykode announced the presentation of preclinical data from its mRNA-lipid nanoparticle (LNP) platform, presented yesterday at the Cancer immunotherapy meeting in Boston. As a reminder, the mRNA vaccibody (VB) has the same design principle as a "classic" DNA vaccibody, however it is encoded as mRNA and packaged into LNPs. The dataset presented builds up on data presented last October at the mRNA Cancer Vaccines Summit 2023 (our note).

Broader T cell response and improved tumour control
In the study, Nykode used a vaccine design based on neoantigens from the colorectal (CRC) MC38 tumour model. The vaccibody was compared to mRNA encoding only the untargeted antigen (i.e. without the targeting and dimerization domain; "antigen"). Firstly, the vaccibody showed a substantially stronger T cell response vs. the untargeted antigen after only one vaccination. The magnitude of this difference between the two exp. groups shrank after a 2nd "boost" vaccination. However, still the vaccibody showed a broader T cell response towards more (+6) neoantigens vs. the untargeted mRNA vaccine. Interestingly, the additional neoantigens showed a relatively weak response (as measured by FluoroSpot IFNg SFU assay), compared to the shared/common neoantigen responses elicited by both vaccines. Most importantly though, this seemingly small difference of the ex vivo T cell response translated into a substantial effect in vivo in the mouse MC38 colorectal tumour model, showing a shrinking tumour volume and improved survival vs. the untargeted antigen vaccine and the control group. We note that we do not know the experimental details of the initial T cell response experiments, but we note that T cell responses in vivo often take several weeks to amplify and mature with the tumour cells triggering the responses in vivo. We speculate that the follow-up time in the FluoroSpot experiments could have been too short to see the full magnitude of the additional induced T cell neoantigen response.

mRNA platform could open new doors
We view the data as another positive and important building block adding to Nykode's mRNA platform, expecting a small positive share price reaction. We believe that Nykode is testing different modalities to select the most optimal candidate with the highest promise to proceed with in future development. Notably, several other companies active in the cancer vaccine space work with untargeted mRNA neoantigen vaccines already in the clinic, and for Nykode it could be interesting from a business development perspective to actively engage in this space, showcasing the potential of its vaccibody technology to improve upon classic mRNA neoantigen vaccines. Finally, we note that this dataset could be a preparation for the NYK011 colorectal vaccine programme for which we expect an update in H2'24.

Når Martin Mølsæter anbefaler kjøp - bør man lystre. Denne har et enormt potensiale. På disse nivåene er det bare å laste opp.

https://multiplesclerosisnewstoday.com/news-posts/2024/06/26/nykode-inverse-vaccines-ease-disease-severity-ms-mouse-model/

Skyter fart nå. I et 5-års perspektiv er denne helt klart en mangedoblingskandidat.

Swinger fint,slippes snart fri👍

Kommer bud her tror jeg iløpet av året, 100kr.-

Undervurdert og rising🌞👍

https://newsweb.oslobors.no/message/625043

DNB melder også om dette på X

Er det kun jeg som venter på rekyl i fallende kniv🌞

Den dekker psykologien i mange aksjer👍🌞

https://newsweb.oslobors.no/message/625718
Flytter fokus👍

Flytt kapitalen fra RADFORSK💩 til LYTIX!
Den eneste oppegående biotek selskap på OB!

I dag må arb kap frem,biotexene er flink med swingmaking👍