INFI, which firesaled today after a huge move, was another we missed. It's now about 2 - 3x cash. A few years ago, I remember delving into the PI3K receptor subtypes. Delta seemed to have the most promise in oncology, while gamma had been kicked to the curb, and INFI, after failing with its delta/gamma inhibitor was left for dead. Now INFI and others have been publishing new studies with an immuno-oncology recipe (what else?) . . . a main course of grilled macrophage, with roasted PTEN, & a side order of HIF, all served up in an exquisite tumor microenvironment. Won't do squat by itself, as therapeutic index hasn't changed, but combos, maybe. Now in P1, with readout in about two years, so we have time to kick tires, but . . . part C of the trial is with nivolumab. For rationale see
Inhibiting macrophage PI3K? to enhance immunotherapy
Of course, everyone and his puppy dog is combining stuff with PD1 inhibitors.
The protocol is here:
A Dose-Escalation Study to Evaluate the Safety, Tolerability, Pharmacokinetics, and Pharmacodynamics of IPI-549
Not sure how soon they can start with part C and make noise about any signals of efficacy they get. But surely, just monotherapy for a few months, at least.
Perhaps worth looking into, but not a front burner research project.
Congratulations on your successful ITEK trade - especially as it was apparently a bit misguided; you do that kind of trade very well. I have no idea how to do those.
Cheers, Tuck |
