I think this drug is a complete dud. It's a synthetic retinoid analog of ATRA that they're trying to use in AML while "enriching" the population. Problem is that ATRA basically has zero efficacy / use in AML, so there is no meaningful efficacy to enrich.
The other problem is that this is another case of computational strength being used to create biological stratifications without any hard functional data. I don't think the groupings they've identified will provide any meaningful advantage. In a way, it reminds me of GNMX.
All this is supported by the fact that they're already talking about combo studies without having revealed any single agent efficacy data.
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