RE: Recent Tyk2 and Tyk2 Jak119 Dec 2025 15:45
If the compounds are no good Potnak no one will buy. 1801 is good. Should not be restricted by dose limiting toxicities.
Personslly deep down l do care, as will increase share holder value considerably and provide treatments in areas of unmet need.
Your comment of not caring explains your behaviour. I believe.
One minute you project failure the next a 2 billion valuation. If you dont understand the intricacies of pharna compounds, the areas of unmet need competitors compounds then how can you with any degree of integrity assign a value.
Breprocitinib projected annual turnover of peak sales at 4.5 billion per annum by 2035. Fact!
Before we even start we are better in Psoriasis.
1802 need to here clarification of clinical trual readiness . CTA application but we would need funds up front or have a partner with deep pockets. Likewise with 737.
737 is a very compatable CHk1 inhibitor. Far superior safety profile yet similar efficacy to Prexa.
If you look at the timing of Acrivons licence for Prexasertib you will find this happened around 8 to 10 months after Sierra Oncology removed 737 from the shop window. It was a desire to obtain by Acrivon a CHK1 inhibitor.
Now GSK at this tine were in discussions with Sierra Oncology. There was a change of CEO at Sierra Oncology. Stephen Dilley took over and lo and behold GSK bought Sierra Oncology outright.
GSK stated they had achieved their main objective ie Momo for commercialisation.
What was their secondary objective? After considerable delay both promising inhibitors, checkpoint 1, and a Wee1 inhibitor were returned. But SO held on to them as long as possible to the extent they had to return them due to terms in the contract. For a whole year SO progress with 737 was indicated as final design stage. Nothing progressed They even robbed funding to pay for momo.
The very favourable report involving Triparna Sen on the micro environment of using a Pd 1 inhibitor, low dose Gemcitabine gave excellent results. Yes in mice where 10 out of 10 mice had tumour regression, 8 out 10 no detectabke tumour. Most of these no trace of tumour 60 days post treament cessation. Circa end 2019.
737 came out if shop window mid 2020.
One of the authors of this dissertation was also an advisor to GSK. John V Heymach.
GSK had recently purchased the Tesaro pipeline for 5.1 billion. GSK pushed commercialisation heavily and forced it into Europe as a treatment an area of urgent unmet need. (Ovarian cancer, (HGSOC)) Slight restrictions were placed on these inhibitors by the EU. Ie their equivalent to the MHRA.
Do you honestly think that GSK would want a competitor to take on a potentially better performing compound to the loss of revenue to their PD -1 inhibitor?
737 and the Wee 1 inhibitor shared similar fates.
Indeed it was postulated by Sierra oncology that 737 may have greater commercial value than Momo. Share holders up in arms of the 1.9.million sale. 737 at this time