Blade, In addition to the presentation this week, doesn't KZIA have some Phase 2 data coming soon?
>>> The lead program at the company is for GBM, which is in an open-label Phase II study that plans to read out in late 2020 or early 2021. The drug will also be included in the Phase III GBM AGILE study being performed by the Global Coalition for Adaptive Research (GCAR) <<<
Perhaps the Phase 2 results are starting to leak out, especially since it's open label and not blinded, but just a guess.
The stock is cheap from a market cap perspective, still under $100 mil, so it could have quite a run ahead if the drug works and is safe. It sounds like safety has been the big problem with P13K inhibitors in the past, but apparently the side effects have been OK so far with KZIA's drug.
In addition to the main GBM indication, using the drug as a combo tx to prevent brain metastasis when treating other cancers could be a big potential market.
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