Apr. 14 at 10:50 AM
$KZIA $CELU $KZIA $CELC Despite the float size disparity between both PI3K mTOR drug companies - comparisons are valid. Celcuity - IV administration, has lodged an NDA. KZIA (Phase 1). Only the latter drug paxalisib however, can cross the blood brain barrier. A compelling factor, due to occurrence of brain metastasis in about 25% of all cancers, which results in patient death. The PI3K pathway also contributes to major human neurological diseases such as Parkinsons and Alzheimer's. Generally unknown to Celcuity market participants, is the view that overdue PIK3CA mutant cohort results, in VIKTORIA 2, have been delayed due to extended MOS. It is likely, that ongoing data survival maturation, has very positively influenced the timing of the final topline report. The earlier VIKTORIA 1 in non PI3K breast cancer (wild type) highlights the revolution, this class of drug is bringing to cancer treatment.
