The link did not open, but worth preserving - as it should open separately, if you paste it into your browser.
This is a study which shows another PI3K drug..... all but did the job in the brain. It is extremely positive to see any high level discussion suggesting PI3k inhibitors are working in cancer - here we have a drug designed for breast cancer, doing a fair job in the brain.
I suggest though - a real double edged sword for NOVARTIS maybe, - if GDC 0084 can work in a difficult environment such as the brain - why can't it also function in breast cancer with this particular mutation. ? In fact the CEO said during the week, when referring to blue sky for the company.....GDC 0084 (Paxalisib) does work outside the brain.
PIQUAY may be an existing $12b drug - so how could anybody put a value on the worth of KZA drug.
GDC 0084 was specifically designed to work in the brain....and Dana Farber who are conducting the KZA trial - suggest to continue with PI3K Inhibitors to fight brain metastases.(GDC 0084 is the only other BCBM Clinical Trial )....... Nancy Lin and Eric Winer know exactly how GDC 0084 is performing at their hospital. This is a big deal with a nice size 30 patients at this No.2 rated hospital in the US.
It is going to be an exciting time, with already the stock looking like it can gap. (thankfully no more cap raising to worry about and even the high drama of a bigPharma deal to follow). I mentioned $1 - but really the SP could go anything if results are good in August)
https://ascopubs.org/doi/full/10.1200/PO.19.00403
KZA Price at posting:
49.5¢ Sentiment: Buy Disclosure: Held
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