KZA 0.00% 8.0¢ kazia therapeutics limited

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    Hi FB - I don't know what their commercialisation strategy will be but I remember them explaining how they now have a system to combat cancer - PXD to help the immediate problem (in combo) and 128 for the longer term. 128 sounds fantastic but I wouldn't discount PXD - in fact I suspect it will considerably help the effectiveness of other drugs the likes of Sanofi have - for example. But I guess you know all this.

    So what we could be looking at is a situation where the combination of NRT drugs offers a pharma a cancer treatment system another generation beyond anything available at present.

    The S3 trial data should confirm this - or otherwise - if it confirms it - it's worth huge money to that pharma as it'll give them a generation of prospective growth and a jump start on the industry.

    IMHO

    Regards
 
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