Differentiated Delivery And MechanismEvidence that Olvi-Vec can be administered systemically and resensitize tumors to platinum, combined with a vaccinia backbone that promotes broad immune activation, may position the asset as a differentiated oncolytic virus and attract sector interest.
Early Clinical EfficacyInterim systemic Olvi-Vec data showing measurable tumor reductions and a meaningful disease control rate in lung cancer could boost investor confidence if similar responses appear in larger cohorts.
Pivotal Trial ProgressionA pivotal Phase 3 intraperitoneal Olvi-Vec study combining the agent with chemotherapy and Avastin supports a clear regulatory pathway in platinum-resistant ovarian cancer, potentially unlocking significant market opportunity.