Jun. 3 at 7:16 PM
$ORIC listened to Jacob Chacko (CEO) at Jefferies and honestly I think many people are missing the most important point.
Rinzimetostat is being developed for metastatic castration-resistant prostate cancer (mCRPC), a lethal disease where, in Chacko’s words, the mortality rate is effectively 100%. The question isn’t if patients die from the disease, but when.
That’s completely different from sickle cell disease, where Fulcrum was operating.
The CEO’s point was simple: FDA doesn’t look at risk in isolation. They look at risk versus benefit. Even if a therapy carries a small risk of secondary malignancy, that risk may be acceptable when treating patients with advanced fatal cancer if the drug meaningfully extends survival.
