Aug. 25 at 4:55 AM
$KZIA A dramatic reshaping of the value of paxalisib is unfolding. The evolution of pAX as combination cancer drug treatment in solid tumor & blood cancer, is apparent from preclinic studies - but will mature as results from the Brisbane study release. Paxalisib dual inhibition of PI3K & mTOR, questions the Eli Lilly
$2.5b takeover, of a single PI3K -alpha subunit drug in January. mTOR is activated by a deregulated PI3K. Only by inhibiting both PI3K and mTOR, can this insulin and oxygen cancer growth pathway be repaired. Dosage is reduced in the Brisbane trial to either 15mg or 30mg daily, or half dosage of previous monotherapy pAX studies. The near subtherapeutic dosing compares with 60mg in GBM studies & 45mg in previous brain metastasis trials. A high impact result, shows interaction of pAX and SOC, (such as Keytuda ) actually reduces previous side effects and toxicity of SOC. Difficult to quantify the upside situation with this company, given preclinic studies match clinic success
