How does GBM AGILE work?, page-45

I think KZA is the frontrunner at AGILE.

With the subgroups that are not included it does limit the market and leave need for other drugs in this space. Its not clear where the crossover is between the methylated and PI3K upregulated.

My understanding the PI3K starves the cancer cell of glucose. Cancer cells can only get energy from glucose where as normal cells can use keytones. The combination with KETO diet may give it the best environment to optimise that effect. So I'm thinking that trial may help improve the survival possibly in a combinatoin in all the indications. It's already used commonly as an adjunct.

CHM are well behind but without being a scientist I find they tend to do the safety trials on the more advanced patients. They have also cautioned the market that these data will be safety focussed.

What I understand about CAR T in other cancers is that there is some evidence that debulking reduces the immune response. It's possible with further research they start to move in even before surgery.

When looking at the economics though whilst those changes are way off this discounts the value of KZA's present value and will price in regardless.

Good luck.