Australia's largest stock trading and investment forum Australia's #1 stock forum

KZA

Click for more information

0.00%

8.0¢ kazia therapeutics limited

People would rather die than take this drug I'm not sure thats a...

First 6 Last

Share
Profile

Follow
riskyrider

2,394 Posts.

302

03/11/23

08:38

Post #: 70703598
Share

Originally posted by yolt: ↑

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!

Expand

People would rather die than take this drug I'm not sure thats a positive.

KZA Price at posting: 5.5¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 1 more message in this thread...

First 6 Last

Add KZA (ASX) to my watchlist

SPONSORED BY