reon1, well done, now after all my years in this company i know...

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cane7

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26/09/21

17:44

Post #: 56358165
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Originally posted by reon1: ↑

I like your enthusiasm Cane.

Pax is the only PI3K inhibitor which readily crosses the BBB. There are other therapies intended for brain cancers which cross the BBB (probably including others in the GBM trial). And we also need to be open to the possibility that another company with a PI3K inhibitor could adapt their therapy formulation into a nasal spray to bypass the BBB.

As for the GBM agile trial, in which Pax is already being trialed, it is run by the Global Coalition for Adaptive Research. I believe the article posted by Oupa suggests that some trial sites in Australia may be opening. These trial sites will be hospitals or specialist cancer treatment centers and will be completely independent of companies developing therapies to be trialed (as you would expect!). It looks like the hospitals will be up for some funding grants which is great.

If you like the prospects of compounds which cross the BBB, take a look at Patrys (ASX : PAB). They are pre-clinical, so a long road ahead, but very promising platform technology. I have roughly equal amounts invested in KZA and PAB.

Also, Chimeric Therapeutics (ASX : CHM) are developing CAR-T cell therapy for GBM, where the cells are injected directly into the brain. They are in phase 1 trial now and plan to undertake a pivotal phase 2 trial after which registration may be possible if results are good. I have a smaller holding in CHM.

There are several other ASX listed biotech companies looking to target GBM. From what I can see KZA is the most advanced, well into the phase 2 part of the phase 2/3 GBM AGILE trial.

But definitely not the only drug to cross the BBB and won't be involved in running GBM AGILE trial sites.

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reon1, well done, now after all my years in this company i know what going on!!. by the way James Garner stated only a month ago pax IS the only one to cross the BBB, so who is the others that can.

KZA Price at posting: $1.58 Sentiment: Buy Disclosure: Held
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reon1, well done, now after all my years in this company i know...

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