SNO August Brain Mets Conf, page-7

This August event and presentation will be huge for the company. Potentially a massive gap up - surely $1 or a cap of US $60m, would be a stroll in the park........ (Ridiculous I am suggesting only a $1 - but I know how the SP underperforms here.) Still a massive flurry of excitement awaits in 7 weeks.

Dr Jose Leone has managed this trial, however I think the presentation may go to a more senior people at Dana Farber/Harvard MGH, such as Nancy Lin or even Priscilla Brastanous. A Phase 2 in 30 people exclusively undertaken in BCBM is a big thing event, by Dana Farber standards. A lot of these funds for the trial come from foundations and other cancer charter groups. Understandable these research hospitals are appreciative of wonderful donations made to fight cancer......accordingly they may consider the best person to present the GDC 0084 first phase results would be PB. We will see soon enough.

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More fantastic and interesting research here. Sure to be of interest to those who read here, and are not necessarily investors.

Recent research from Dana Farber with Piquay (Alpelisib) ...who used this breast cancer PI3K drug with patients who have brain metastases.

Nancy Lin, Eric Winer and others from DF quite surprised with how well it worked in the brain. Far from suggesting, though it should be used for this purpose....they suggest: SEE BELOW QUOTE (What drug could they be referring too ? - what about the possibility of GDC 0084 working to replace Piquay, in non brain, thus avoiding the possibility of potentially 2 PI3K inhibitors required PIK3CA. (That is not going to happens). Just impossible to value to this stock really.

"In conclusion, we have described cases of regression or stabilization of progressive CNS lesions in patients with HR+/HER2− metastatic BC treated with the PI3K inhibitor alpelisib. On the basis of these observations, we believe additional clinical investigation of PI3K inhibition in patients with brain metastases is warranted."


https://ascopubs.org/doi/full/10.1200/PO.19.00403