Several biofreaks have pitched this company to me, and it's certainly off to a good start. They focus exclusively on kinase inhibitors for oncology and other "genomically defined" diseases, usually targeting populations subsets with a specific mutation. This approach aims at a smaller market with a higher chance of success, and is likely the best paradigm for biotechs to follow as we understand that cancer (in particular) is actually hundreds of different diseases.
They claim proof of concept in hepatocellular carcinoma, and in GIST. Indeed, their results in GIST were spectacular for a Phase 1 study. Everything is early stage, especially their partnered programs. They've not been shy about taking advantage of the market reaction to good results by financing, and they should be good for a couple of years on that front.
Here's the pipe chart: Blueprint Pipe |
