Jul. 14 at 3:21 PM
$PMVP @Pewpewpewd You cross posted. I looked at
$PMVP. At first glance , their candidate drug - rezatapopt in current Phase 2 PYNNACLE trial - targeting p53 Y220C mutation in solid tumors - is still recruiting participants in the following cohorts - ovarian cancer, lung cancer, breast cancer, endometrial cancer, or other solid tumors. There are a plethora of primary and secondary outcomes to be evaluated focusing on Efficacy, Toxicity, and Response Rate as a stand alone and in conjunction with other treatments. It has Fast Track designation.
Although Primary Completion dat is 08/15/2026, the study completion date is estimated as 12/31/2027.
$PMVP is pursuing an Accelerated Approval with an NDA submission in 1Q2027.
The global TAM for the mutation in Ovarian Cancer is ~
$630 M / per year.
Estimates for Buy Out seem low given TAM, but that may be due to rezatapopt not yet considered a de-risked asset.
If you’re going to post something to another board, provide some DD.
