Biotech Values

[xavierprivas]

CRDF’s Onvansertib is a small molecule PLK1 inhibitor. Came from Pfizer Italia (currently Nerviano
Medical Sciences) which also developed small molecule blockbusters for Array (recently acquired by Pfizer), Ignyta
(acquired by Roche) and Genentech.
Pan PLKs have been trialed by BI and development forestalled by moderate monotherapy efficacy and limiting tox. But in
combo, PLKi show synergistic effect, especially in metastatic colon rectal
cancer and metastatic prostate cancer, as CRDF’s onvansertib has shown.

CRDF had a strong ASCO 20 Phase 1b/2 update in 2L mCRC patients using KRAS mutations as a biomarker in combo w/ FOLFIRI and
Avastin. In Sep '20 CRDF had an incremental update at ESMO. Bottom line: Seeing nice durability of responses. PFS: 8/11 patients 6 months
or greater. 2 patients >12 months… Already 12 patients on the Expanded Access Program launched in June..

Next update is in Jan '21 at ASCO GI. Also has a program in refractory/relapsed AML.
This guy is a CRDF bull.
https://klendathucapitalist.com/2020/09/01/cardif-oncology-targeting-kras-the-right-way/