I think the company needs to reshape the content of its presentations - or at least do something, anything to get across the message of the extraordinary potential of this drug. (The worth of the company NOW should reflect the risk of the drug succeeding, or not succeeding and the time it takes for profits to flow, plus maybe some peer comparison ). The market cap today, hopelessly fails on every account....by at least in my view, a factor of 15.
No better illustration of what I have suggested above - and what we may be sitting on here, is some of the content of that poster link from R&P.
So just to dissect some of the information from Priscilla Brastianos (do your own independent research on PB , if need me )
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"Brain metastases, most commonly derived from melanoma, lung and breast cancers, are the most common brain tumor, with approximately 200,000 cases diagnosed annually in the United States " COMMENT: Based on that definitive research by A/Prof Brastianos that suggests 80,000 plus in the States have PI3K mutation.... quote 43% of all brain metastasis harbor PI3K mutations {Is there any approved cancer drug in the world with so many potential patients ? }
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" Previously obtained tissue from brain metastases and extracranial sites (primary or extracranial metastases) are screened for the presence of these alterations, and if present in both tumor sites, patients will receive the appropriate corresponding targeted treatment " COMMENT : Now we hear maybe for the first time, KZA drug effectively being used to treat very sick, non brain cancers ? Is there a level of confidence in the drug, to be entrusted in this role - Will not CNS cancer response be reported - I don't know CEO ????
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"There will be 21 evaluable patients assigned to each of the CDK and PI3K inhibitor and tumor type cohorts (breast, lung and other)"
COMMENT : Very recent research presented on the chatline that CDK inhibitors are shown to work best with PI3K Inhibitors, in primary cancers. What does this mean for CDK and PI3K combination in the brain. CEO ????
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" Published May 25, 2020" COMMENT : Anybody can work that one out. This abstract being released 12 months or more, after start of trial, means for certain, the studies are going well.
Very, very exciting times lie ahead.... belaying the miserable SP and mundane company presentations.
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