That was another great interview - James looks completely comfortable and in control and very excited by EVT801.
great to see it’s on schedule and has been quickly pulled into its first trial… I suspect (as demonstrated with Paxalisib) that once the safety profile is understood there will be multiple phase 2 trials initiated for various conditions offering multiple shots on goal (again)…
I see a pattern here with the types of molecule we find attractive.
the market for this molecule is huge and the lic deal payments are based on commercial targets… so they are probably triggered at a time money is arriving.
james also mentions we are within two years of having a commercial drug - clearly that’s Paxalisib and it’s use for GBM.
nothing but blue sky here