Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Thanks Ville, you know I had my doubts about the strength of the data so it’s better than I thought. Between not broadcasting top-line data earlier and Dr. Raj not discussing it during the more recent CCs is what fueled that doubt. Another interesting piece of info from the abstract was that mOS was not reached yet. The study stopped recruiting in Feb 2016 so that makes about a year and half. One big difference between this Korean trial and the ongoing US metastatic BC trial is that the patients in the US trial are getting twice the dosage per cycle (336 mg vs 168). Even accounting for the heavier pts in the US study, they are getting a sizeable dose increase. That will make the US study have better outcomes I would think.

Next up – interim data for pozi in exon 20 insertion mutations at the World Conf on Lung Cancer in early Oct to be presented by MD Anderson. Reading about pts on pozi on Inspire leaves no doubt that that data will be very interesting.