Friend has a mountain to climb on announcements. Putting into context how hard r/r PCNSL is to treat and that PFS is usually <<6 months would have been useful. Add in that in the current hunt for a consensus treatment an ORR > 50% with a PFS > 6 months would be a massive step. Again like the EVT announcement there is no data on No of cycles and % responders, that would allow the market to bench mark the two Kazia therapeutic approaches. Yes they are muppets, but in the context of historical r/rPCNSL trials is it a fizzer, the oncologists wanting to continue the trial indicates they see something. The DIPG data will hopefully allow benchmarking, that could lead to either an expansion, or an NDA. The Promising Pathway Act could be huge for us. The AGILE data will definitely provide benchmarking. Hopefully as they dissect the data there is at least a narrow population that provides an NDA pathway, preliminary data hints that the wider PAX GBM cohorts will have a marginal benefit over SOC, but not enough for an NDA. If DFP and OS data are 'significantly' better than SOC then the decimal point will move...twice. It ain't over till it's over!
KZA Price at posting:
5.5¢ Sentiment: None Disclosure: Held
