Avid Bioservices Inc (CDMO)

[sulaco]

Stone, PFE's drug is a kinase inhibitor not I/O

A bit off-topic but check it (not too much to worry about, in my view; the PALOMA phase 2 study was pretty thin:)

About Palbociclib

Palbociclib is an investigational, oral and selective inhibitor of cyclin dependent kinases (CDK) 4 and 6. CDK 4 and 6 are two closely related kinases that enable tumor cell progression during phase G1 to phase S in the cell cycle. This progression is necessary for DNA replication and cell division. Inhibition of CDK 4 and 6 has been shown to prevent the deactivation of retinoblastoma susceptibility gene protein, a tumor suppressor protein, and interfere with tumor cell progression.

Kinase inhibitors interfere with cell mechanics and DNA replication, thus slowing the tumor.

This is not immuno-oncology at all.

Here's an excerpt of the article:


Analysts: Pfizer's new type of cancer drug may get OK early
Pfizer, analyst reports indicate first approval of new type of cancer drug could come early
Associated Press
By Linda a. Johnson, AP Business Writer 1 hour ago



TRENTON, N.J. (AP) -- The first in a new class of cancer medicines, Pfizer's Ibrance, appears poised for approval to treat advanced breast cancer within a few months and could quickly become a blockbuster, some analysts believe.


Those drugs are believed to block enzymes, called CDK4 and 6, that help cancer cells divide uncontrollably.

Pfizer is seeking approval to market Ibrance for patients with advanced breast cancer whose growth is fueled by the hormone estrogen but not the growth factor HER2 — the majority of postmenopausal women with breast cancer. If approved, Ibrance would be given with an older cancer drug, letrozole, which reduces estrogen production. The two drugs would work synergistically.