I agree. The results look very impressive to me. What is your preferred perifosine play, AEZS or KERX? I prefer AEZS because I think they licensed perifosine rights to KERX, they seem to have a much deeper pipeline, and they have a much smaller market cap. I don't normally do Phase 3 plays, but I might consider AEZS in 1Q12 if I have some funds just because market cap is tiny, they have a deep pipeline, and the Phase 2 perifosine results look so strong.
Yeah I caught that after persuing the AEZS and KERX YMBs. But, the increase in capecitabine dose is an equal amount in both arms so I don't know how likely it is that will impact the perifosine arm from showing a benefit over the control arm. Nonetheless, it's a change, and worth noting. Perhaps more importantly, I also believe I read that the ongoing Phase 3 X-PECT trial is actually in a more dire patient population (salvage) than the Phase 2 patient population (2nd or 3rd-line). Perhaps this fact is more likely the reason Phase 3 results could diverge from the very promising Phase 2 results.
Have you heard any updated info on whether AEZS/KERX got a patent for the perifosine+capecitabine combo (http://investorshub.advfn.com/boards/replies.aspx?msg=46039158 )? Absent that, the potentially short patent life, 2013 or possibly 2018 (#msg-46039158 ) , for perifosine is obviously a concern, but you have to think that if Phase 3 results for perifosine are positive, that both AEZS and KERX share prices will do quite well.