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Hi Thoth
Re the SRA737 and the combo for SCLC......Yes the BMS fail is very significant especially considering what Merck are doing with Keytruda. Here is an extract from the Endpoints article:
*Bristol-Myers had jumped out to an early lead on non-small cell lung cancer, but was recently overtaken by an aggressive bunch of developers at Merck, who have been hustling Keytruda along with a series of successes in pivotal trials.*
Could it be conceivable that the combo experiments by Dr Sen and her team on SCLC are included in these *pivotal trials*???
We know she was using Keytruda
GLA
yes. getting old.
re the SRA737 poster with SCLC
https://endpts.com/bristol-myers-concedes-a-phiii-lung-cancer-flop-for-opdivo-as-competition-heats-up-in-sclc/
Im optimistic SRRA will on licence soon.
Thoth - Cancer is 1802, Lupus etc is 1801.....so long as they pull their fingers out, licence something and get the SP moving the critical mass will get closer then kaboooom....
apols. I mixed up 1801 & 2. I think they will try to licence cancer first (1801), and 1802 is the moonshot (lupus RA etc). we know we have the right targets that work. the competitors (Tofacitinib, Baricitinib, Olumiant) all seem to have dose limiting side effects. wish they would hurry up.
seprately. Lillys drug fail this week (an immunotherapy drug targeting IL-10 pathway). billion licence
https://www.fiercebiotech.com/biotech/lilly-s-armo-buyout-drug-a-bust-pancreatic-cancer
for the techies its the same pathway as Tyk2/ Jak1
https://www.fiercebiotech.com/biotech/lilly-s-armo-buyout-drug-a-bust-pancreatic-cancer
fingers crossed for us
Thoth2 - thanks. SDC1801 is also potentially massive is it not, particularly if efficacious with Lupus.
I was struck by John's apparently very relaxed approach at the Q&A to the pending SRI update which if I recall correctly he said would be published in a few months i.e. December/January.
If the findings are anything like as significant as the September 2017 'Novel Small-Molecule Inhibitor of Tyk2: Lucrative Therapeutic Target in Lupus' - we could be talking many billions!
An enticing reminder: "This approach may open up additional treatment approaches for lupus. The standard of care is little changed in 50 years, so there is a need for new treatment options. Lupus particularly targets women in their most productive years (child bearing age) of life. Our current approach may benefit numerous lupus patients and improve their quality of life and productive contribution to society".
Tell me about it, 2009 I think I first bought- but typical pharma takes time to mature.
my tuppence.
Immunotherapy is a bit like blockchain was. Its hot, and they have nudged both Chk1 and Tyk2 into the immuntherapy domain.
Most of immunotherapy (from my reading) is taking blood cells, reprogramming and reinserting. very expensive indeed and side effects.
https://www.cancer.net/navigating-cancer-care/how-cancer-treated/immunotherapy-and-vaccines/understanding-immunotherapy
But it is big bucks. Keytruda is $8 Bn pa top of my head. If we provide an additive effect (i.e. response rate goes from equal in class to best in class) they can dominate the market.
Given the pace and vigor of SRRA on trials and research I suspect SRA737 is in due diligence with several already. whether that results in a deal not known but am optimistic before February (their silence says much).
From the SAR Q&A my take is they will look to licnce SDC-801 first to provide funds, explore 802 more fully (as that is where our jackpot probably lies).
may be blowing smoke up my ass. But we have a hot asset. when we will realise value is other peoples timescales.
Ahfam- you are not missing anyting. we have been here a decade. a deja vue dry humour in play. one day Rodney :)
I've read it twice now and I'm still not sure how good it is. Haha. It sounds great. I'm hoping someone on here can summerise what it means and how good the data is. The thing I'm taking from the presentation is the multiple cancer models. We only need one of them to stick to be quids in. The other thing I'm thinking is. Will TYK2 warrant a big upfront payment with modest milestones or will SAR still carry most of the risk and get a small upfront with large milestones? certainly Interesting times coming.
Abstracts
“We further demonstrated that SRA737 potentiates the anti-tumor activity of ICB in multiple cancer models which, we believe, suggests that this combination may have potential for translational impact in several cancer types. “
“Comparison of different SRA737 treatment schedules in combination with anti-PD-(L)1 highlights the need for careful optimization of treatment dosing in order to maximize the intrinsic anti-tumor and immune-modulating activities of SRA737.”
“We further demonstrated that the combination of SRA737 with LDG shows striking activity in combination with ICB in SCLC and warrants further mechanistic”
Thanks good research Basser, here’s the link!
https://sitc.sitcancer.org/2019/abstracts/titles/index.php?filter=Checkpoint+Blockade+Therapy
Abstract P250 - Triparna Sen, PhD
Combination treatment of the oral CHK1 inhibitor, SRA737 and low dose gemcitabine, enhances the effect of PD-L1 blockade by modulating the immune microenvironment in small cell lung cancer.