Not all PI3K candidates are equal. I haven't seen strong data from a- and ß-isoforms PI3K similar to PX866, while d isoform CAL101 now FS1101 produced really strong data - GILD have already moved into phase 3. You can question whether GILD should have gone to oncology at that point, but CAL101 was one of the first PI3K with strong single agent data in lymphoma.
EXEL licensed d isoform PI3K to MRK late last year, but terminated the partnership with SNY on Isoform selective PI3Ka and PI3Kß.
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