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.

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.

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.

The readout of AMPLIFY-7P for ELI-002 7P in pancreatic cancer was expected by late 2025. Fewer events than projected pushed it to H1 2026. Monte Carlo simulation maps this delay onto control-arm survival and hazard ratio, with efficacy scenarios fitting 2–3× better.

PALI-2108's Phase 1b data for ulcerative colitis are promising, but UC is mucosal while FSCD is transmural. A computational reaction-diffusion model explores whether PALI-2108 can penetrate Crohn's strictures deeply enough to intercept fibrosis early.

Recent research from Mariano Barbacid’s lab demonstrates that simultaneously inhibiting KRAS, EGFR, and STAT3 leads to durable pancreatic cancer eradication in mice. These findings might provide a biological rationale for a partnership between Revolution Medicines and Kymera Therapeutics.

Elicio Therapeutics is developing an off-the-shelf therapeutic mKRAS vaccine for pancreatic cancer. Phase 1 showed 84% T-cell response correlating with prolonged survival. Phase 2 data expected in H1 2026 will determine whether this approach can transform adjuvant therapy.

Abivax's obefazimod offers a novel oral approach to treat ulcerative colitis by activating miR-124 to downregulate specific pro-inflammatory pathways. Following impressive results in clinical Phase 3 studies, buyout rumors surrounding the French biotech are surging.