I'm fascinated that this little company, with talabostat in phase 3 trials for NSCLC, which had 2 CRs out of 42 patients in phase 2, is still essentially unknown among institutional and private investors.
Talabostat is val-boro-pro, and broadly inhibits DPPs, particularly DPP-IV, FAP, DPP-8 and DPP-9. The concept as an anti-cancer drug is that it will interfere with the desmoplastic response to tumors, which in some cases may be permissive for growth of the tumor, and the inhibition of the -8 and -9 will augment cytokine levels locally, which may in turn increase an anti-tumor immune response. At this point, it's all speculative and we'll just have to see what happens in the trials when they're done in 2007.
Comments welcome.
RE42 |