Nov. 13 at 4:46 PM
$CRDF I still have high expectation for the drug. The Mechanisms is novel. There was no question about the PLK1 inhibitor, as the ceo said the issue was safety. Onvansertib has shown great safety profile across different indications. While waiting for PFS, here are few good points to look at it
1.Potential in Multiple Indications-mCRC: PDAC, ovarian, TNBC, KRAS-mutant NSCLC
2.IP protection until 2043
3.Phase 2 Data so far Shows Promise
4.Attractive Acquisition Target- Multiple companies are in contact with crdf as per ceo and cfo
5. They hired commercial consultant as per the cfo (noble conference). You don't hire commercial consultant if there is no BD or promising data. It is relatively expensive to hire commercial consultant.
6. The new CMO , Dr. Sadihu
There are plenty of good points at this point. The fact they hire commercial consultant recently is a positive sign for me because I would expect SOC PFS to mature by now. It doesnt seem a coincidence. Good luck longs
