Latest Edison report

"Kazia Therapeutics has presented very encouraging initial efficacy data from the dose-ranging stage of its current Phase II trial. The data are sufficient to give Kazia confidence that it can run a large, and potentially pivotal, study starting by mid-CY20."

"Nonetheless, given the recurrent and aggressive nature of glioblastoma and the selection of patients who are more resistant to TMZ (due to the unmethylated MGMT promoter) as part of study inclusion criteria, we are impressed by the outcome so far."


"The primary endpoint is likely to be either progression-free survival or overall survival. The average of five literature median PFS and OS values in GBM patients with an unmethylated MGMT promoter is PFS of 5.2 months and an OS of 13.8 months (June 2019 note).
Normally, the FDA requires two pivotal studies. In a small indication like glioblastoma, which is poorly controlled by current therapies and has short survival times, one well-run trial could be enough for approval if the data are robust and the product has a safe profile."





NVP $1.91 Mind you this is an update only and is still fixed on past performance. It will not update its value until the 20 expansion cohort produces the same results.