Apr. 20 at 12:11 PM
$INKT $AGEN $IBRX
Why Bullish?
Trial had 3 arms (A, B, C), total n=17
Median OS:
Arms A + B = 9.5 months
Arm C = 5.2 months
Design matters:
Arm A: INKT-797 priming then BOT/BAL + chemo (week 3)
Arm B: INKT-797 + BOT/BAL then chemo (week 3)
Arm C: INKT-797 + BOT/BAL + chemo all upfront at one go.
Key insight: timing of chemo vs immune priming
From prior MiNK Therapeutics Phase 1 INKT-797 study:
INKT-797 alone gave SOC-like outcomes relate this to ArmA
INKT-797 + BOT/BAL produced 23 months median OS (signal)
(relate this to Arm B)
Interpretation:
Arm B likely strongest (immune activation first, chemo later)
Arm A moderate (delayed combo)
Arm C weakest (chemo upfront may blunt immune priming)
INKT-797 works by immune reprogramming, not direct tumor kill
Giving chemo too early may counteract that mechanism
Bottom line:
The signal is about sequencing that yields survivability results.
