just because something hasn’t been announced doesn’t mean it’s not happening.
logic would point to progressing CPaCS and dox combo through to phase 2 and obtaining BTD. However to become a platform drug need to see preclinicals and proof of concept for other drugs.
really have to think the way Pharma would look at Bisantrene. They could run panel review with their entire pipeline and use as CPACS, resolving issues with patent cliffs, improved safety and anti cancer against generics or current competition.
In short, seems like a no brainer to protect and extend existing pipeline revenues. Prevent this getting in the hands of its competitors or outlicensing for the same reasons.
The practical question, do you want the generic (cardiotoxic version) or bis combo (CPACS)?
NMR x39 molecules is possibly noncytotoxic version which could be a value add for Pharma. I don’t see race progressing too far, could open up T2D opportunity for pharmaceutical or non-oncology CP/MOP.
Dom data will be obsolete soon enough and phase 2 provides clean lead in dose, Sheba 2 was in combo so can’t attribute result to bis alone.
AML likely waiting on P1 safety data still on the radar IMO. AML opportunity alone is multiples of current market cap, need to value as sum of parts.
DYOR enjoy the uncertainty that’s biotech for ya!
Add to My Watchlist
What is My Watchlist?
