Do you know what makes PX-866 unique (according to ONTY)....the irreversibilty of the drug? I am not a biologist so I would love to hear thoughts on it.
Of interest might be Infinity's delta/gamma inhibitor, though it's a bit farther behind. Seems to be the only one hitting that particular combination. Has CAL101 had really recent, good results that would account for Infinity's levitation after its recent clinical failure (because INFI's PI3K inhibitor also hits the delta isoform; about the only other thing in the pipe is a FAAH inhibitor, but it's even earlier)? I'm still trying to figure out why INFI is not in the mid single digits.
Anyhow, some further comments/digging on the INFI PI3K program here:
I sold INFI in the $7s, before the clinical faceplant (926 whiffed in pancreatic cancer in January), and was shocked to see it bounce from mid single digits - where I thought it belonged - to double digits. Still don't understand why.
CAL-101 likely needs to be used in combo and the high rates of infection/neutropenia are a bit concerning, especially in older patients. They've got a head start on PCYC, but Ibrutinib looks far superior in my view
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