Re: TKAI
Apologies for the late reply, but I had not looked into this one before.
With Galeterone I get suspicious when a company is dosing one of their drugs at 2.5 g per day. That suggests to me that it is rather promiscuous.
But both of Tokai's drugs are primarily CYP17 targeted, which overlaps them with abiraterone. I think abiraterone is inferior to enzalutamide (which is primarily AR targeted), so that aspect of their drugs doesn't excite me. With galeterone they claim CYP17 and AR effects, but that seems dubious to me that their drug magically targets two different enzymes (this is the one dosed at 2.5 g/day). Also, the claims for truncated AR are correlative only... the patients that test positive for this variant also have the full length variant. Therefore you can't separate where galeterone is acting.
I actually think ARN-509 is interesting, but it's not as exciting to play with Lilly involved.