Biotech Values

[NP1986]

With regards to perifosine and colorectal cancer, it's a shame that the phase II trial results have not been published.

There isn't a whole lot of information in the abstract presented at last year's ASCO meeting.

The trial was very small (n = 38), but on the positive side both TTP and OS were significantly different. If the phase III trial is successful, it will address a sizeable unmet need, i.e. the ~40% of refractory CRC patients who carry KRAS mutations. It would also provide a fourth line option for KRAS wild-type patients, but I think that is likely to be a smaller market.