From page 22 in the la
test investor presentation:
'Compelling evidence for PTX-200 in AML
Efficacy hypothesis PTX-200 Evidence
• High p-Akt is correlated with inferior survival in AML. • PTX-200 decreased pAKT in AML blasts.
• Inhibiting p-Akt improves response to chemo in the
clinical setting.
• PTX-200 decreased pAKT in AML blasts, suggesting this method of
reducing pAkt would similarly improve clinical outcomes.
• Phase I achieved safety? • Yes.
• Any evidence of clinical benefit? • Yes. 53% SD in very sick patients with rapidly progressing disease,
despite only using a single cycle of monotherapy.
• 3 patients had >50% blast reduction.
• Is there a comparable with any other attempted Akt
inhibitor in AML?
• PTX-200 had more compelling results than another Akt
candidate MK2206 in Phase1 AML. (MK2206 development has
since been discontinued by Merck).
» MK2206 successfully demonstrated apoptosis of
AML cell lines in vivo, but failed to inhibit p-Akt in
the clinical setting.
» PTX-200 successfully inhibited p-Akt in the clinical setting.
» Only saw one response out of 19 patients (5% SD). » 17 out of 32 achieved stable disease (53% SD).
» Failed at MTD » Succeeded well below MTD
• How does it combine with current standard of care? • PTX-200 is highly synergistic with cytarabine in AML cells.
• Lessons from other trials currently running? • In current Phase 1b breast cancer trial for PTX-200, interim
analysis showed encouraging efficacy (including biomarker data).
PTX-200 has lots of supportive data and efficacy signals that combine
to give confidence leading into the Phase 1b/2 trial.'
The underlined is the crutial
key to this post.
There is a 10 fold higher efficacy in data results compared with ptx's data in favour.
That been said, ptx's superior results are at an earlier phase comparative...
Interesting, it's safe to assume big pharma are aware of this information as it is of public interest.
Combine this comparative with the common factor of the key negotiator now is a part of the ptx team and enthusiasm rises.
In sum, it may be the case that a partnership is closer than we may dare to envisage..
Of course, all in my opinion only and no financial advise is given here.
GLTAH
