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04/12/20
10:15
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Originally posted by onesurfed:
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Yes, Gilead, Arrowhead (even though they don't have an approved drug, from $1.65 to $73.40 where I sold) and a number of other overlooked companies have had huge share price increases after approval. In my opinion, there's not a proper realization of the potential of Paxalisib to treat various cancers, with the biggest market being brain mets. I'm fine with a midpoint of the SA author's end market estimate, or $3 billion USD for GBM and DIPG. I just think there's a larger market after those two indications. Good of you to point out his estimate of addressable market, though, as it's larger than what most analysts currently think.
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onesurfed What's your take on Cantrixil? I'm pretty sure the phase 1 trial concluded a few months ago. I'm thinking they will try to get a partner to fund future trials. If not, I'm thinking Kazia will discontinue.