WillieMays
Oct 9, 9:02 PM
$IMRX
Good luck to
$RVMD $VSTM and other RAS inhibitors - especially with some recent concerns on
$RVMD’s efficacy - but hopefully these inhibitors help PDAC patients. This is all occurring at the top of the MAPK pathway.
The great news is -
$IMRX’s Atebi is an MEK inhibitor working downstream on the MAPK pathway. Should
$IMRX’s current Phase 3 trial (n=510) - replicate its amazing Phase 2 data on 55 patients (mOS 17.3mos - excellent tolerability) - then patients will potentially have a multitude of options.
However the RAS protocol plays out - downstream Atebi would be a viable option - either - on its own (combo with chemo) - or together with the upstream RAS inhibitor.
The risk/reward of
$IMRX is incredible
Market Caps
$IMRX 250M
$RVMD 41B
I am not a scientist or a doctor - would love for someone to support or counter above thought process
1 replies