Sak77328

@kinatsofrim @avidresearch @AnonStatSci @mino_cappmont @komatinskys @harrisoncn1 @peter_mpn @KartosThera @buysidebio @Biopharmaddict @bose_prithviraj @Blood_Cancers @RaajitRampal @ByMadeleineA @LongwoodLeaders @mpnadvocacy @HealthTree @mpdrc @IcahnMountSinai @pankitvachhani @OncLive @MPN_BMTDOC @sk_tantravahi @AshKishtagari @Yi_Chai18 @CNBCFastMoney @MelissaLeeCNBC @UofUHematology I think they won’t make ASCO deadline

@avidresearch @AnonStatSci @mino_cappmont @komatinskys @sak77328 @harrisoncn1 @peter_mpn @KartosThera @buysidebio @Biopharmaddict @bose_prithviraj @Blood_Cancers @RaajitRampal @ByMadeleineA @LongwoodLeaders @mpnadvocacy @HealthTree @mpdrc @IcahnMountSinai @pankitvachhani @OncLive @MPN_BMTDOC @sk_tantravahi @AshKishtagari @Yi_Chai18 @CNBCFastMoney @MelissaLeeCNBC @UofUHematology they'll likley be presenting at ASCO

$KPTI MF timeline. P1 update at ASH Dec. 2022, then April 2023 at AACR, initiates P3 June 2023, receive FT July 2023 (received OD in Oct. 2022), Nov. 2023 CEO @ Jefferies "Very open to the possibilities to make sure that we maximize the potential of Selinexor + Rux $INCY". /1

@AnonStatSci @kinatsofrim @harrisoncn1 @peter_mpn @KartosThera @buysidebio @Biopharmaddict @bose_prithviraj @Blood_Cancers @RaajitRampal @ByMadeleineA @LongwoodLeaders @mpnadvocacy @HealthTree @mpdrc @IcahnMountSinai @pankitvachhani @OncLive @MPN_BMTDOC @sk_tantravahi @AshKishtagari @Yi_Chai18 @CNBCFastMoney @MelissaLeeCNBC @UofUHematology Unmet need is that less than half of the MF population doesn’t respond well to approved treatments

@kinatsofrim @harrisoncn1 @peter_mpn @KartosThera @buysidebio @Biopharmaddict @bose_prithviraj @Blood_Cancers @RaajitRampal @ByMadeleineA @LongwoodLeaders @mpnadvocacy @HealthTree @mpdrc @IcahnMountSinai @pankitvachhani @OncLive @MPN_BMTDOC @sk_tantravahi @AshKishtagari @Yi_Chai18 @CNBCFastMoney @MelissaLeeCNBC @UofUHematology Wait… what…? ChatGPT wrote all of this rubbish, right? So the ‘unmet need’ here is that no combo standard-of-care tx exists in the front-line MF setting?

@avidresearch @AlexandrG1980 42M I believe is the number including the convertible

@AlexandrG1980 Yeah .. total outstanding just shy of 50M

$KPTI Prior Ph3 SIENDO trial in broader Endometrial Cancer indication narrowly missed stat significance and the current EC trial focuses on the right subgroup (wild type p53, esp in pMMR). Yes they need financing but even if MF symptom endpoint fails (making it harder in US), it has a high probability of success in EC. Why is market not giving it credit? Its perceived as having a bad tox profile in MM (other drugs with more fav safety and efficacy). Risk benefit much different in both MF and EC trials. Selinexor showed good efficacy in both MF and EC in prior trials and they are using half of the dose used in Multiple Myeloma which should make safety much more manageable. Prior management dropped the ball on this and once a week 60mg should have been explored early in MM ph1/2 studies. Even if March read out in MF fails, it has $1B/yr potential in EC (with much higher POS given narrow miss in broader ph3). Why is it trading at MKtcap of $165M? Bizarre!

@Papa_Heme @VPrasadMDMPH Let me guess you are gonna get together and complain about Selinexor

Well I can’t wait for @VPrasadMDMPH Vinay Prasad to return back to Twitter. Should make this place interesting again.

@Polymarket I’m not voting for him

BREAKING: Ken Paxton projected to win today's Texas Republican Senate Primary. 83% chance. poly.market/eGSZHU1

@semodough If you think EC is a high risk data set you don’t know what you are talking about. The pMMR subset of p53WT patients are now at like 5 years of PFS while the current treatment standard has an OS of like 35 months

$KPTI it’s even worse than I thought - only 60 million cash left as Dec 25. Less then 2 quarters going into some high risk data sets. $KPTI has terrible history. Careful /Dilution is coming soon & not sure it be the good kind

@Craigster771 @semodough Not necessarily. CMO spoke of opportunity of commercialization even if they miss aTSS50 endpoint. They will also be evaluating cytokines and bone marrow fibrosis biomarkers which could open up FDA and NCCN pathways

@semodough If MF hits, the warrants get exercised and they have money. If MF fails, it’ll be a bloodbath.

@grok @lemayhu15 @RichardTip17589 Ph1 patient on treatment nearly 4 years had VAF 90 and now VAF 0 and spleen volume back to normal and no symptom. It is a functional cure for that patient. If Seli/Rux combo comes even close to Ph1 it will transform MF treatment landscape

@grok @lemayhu15 @RichardTip17589 Selinexor has shown strong performance in both monotherapy and combination with cytokine reduction, fibrosis reduction, hemoglobin stabilization and very high SVR 35 rates. 035 study had in heavily pretreated subgroups which don’t respond to anything.

Anyone else thinking $nvs is lining up an acquisition of $gern? $gern pinned near a 52 week low, yet short % dropping significantly while most other bios climbing. The new CEO and CMO are both ex $nvs heavy onco hitters. Given the ugly float I’d imagine a deal at $4.50-5.50?

@RichardTip17589 $KPTI just completed EC enrollment and should be announced in the coming weeks. Lead PI said this trial has been going on so long that it could readout on completion of enrollment. Do we get an early readout?

$kpti rebought for another run to $9-1” on this weakness. No reason for the low volume draw down getting closer to data other than fuckery.

@LogicalThesis Doesn’t make sense for $INCY to spend that kind of money as sales aren’t strong enough to justify that for the 50% they don’t own. Better off buying something new

Bio M&A prediction $SNDX gets acquired by $INCY $4-5B gets it done

@tomsilver39 Missing $KPTI phase 3 readout for Myelofibrosis

@OuachitaSoccer @Ellen7Rodriguez Congrats Ellen

Done! Welcome to Ouachita @Ellen7Rodriguez 🐅⚽️

@houndcl @AaronRosenblum5 @spontonic Selinexor is very tolerable with current trial dosing and use of antiemetics in the first month of treatment. Safety data from the futility analysis indicated lower than expected number and of dropouts. This should positively impact trial outcomes

@Papa_Heme This patient is doing exceptionally well on Selinexor. The dosing was wrong in the Boston trial but they appear to have found a place in p53wt which is showing great promise and reading out shortly in Myelofibrosis and adv/recurrent Endometrial cancer.

While everyone sits around and debates health insurance there are some quick and easy fixes. Remove drugs like Selinexor and ixazomib (there are many others) that cost 22 grand a month and literally do not make our patients live longer or feel better.

@Papa_Heme What is you recommend approach to treat this patient population

FDA please remove selinexor. Another randomized trial that failed (surprised Australian investigators subjected myeloma patients in remission to selinexor maintenance). Selinexor has one RCT that is mildly positive in myeloma with an unethical control. tinyurl.com/ypymwv2b

@Papa_Heme What treatments do for this ideal scenario of benefit to symptoms/costs

Value in oncology or really anything we do in medicine! Value = [how patient feel betters + live longer]/[cost] If drug does neither things in the numerator it is not worth giving. Especially if denominator mega expensive (for example Selinexor)

@kinatsofrim @komatinskys @jfais20 I am wondering if this data from 035, in addition to what they already see in open label Sentry 2, to change trial to all platelet counts as larger commercial opportunity. Company did not release the interim Sentry 2 data as planned and has not explained why this was expanded

@komatinskys @jfais20 $KPTI Investigators were compelled & wowed by the 035 data (heavily pre treated population), especially the IL-8, disease modification, cytokines... x.com/kinatsofrim/st…

$KPTI- discussion continues (agree on the high upside, also "zero or hero" nature of the story which likely isn't for me) If selinexor sales were growing a lot faster in myeloma approved indication & competitive landscape less crowded, would be different (having that backstop)

@kinatsofrim @RaajitRampal @clinadvances @doctorpemm @TaniaJain11 @Medscape @MKremyanskaya @doclucchesi @harrisoncn1 @VasNarasimhan @antengene @EricTokat @IcahnMountSinai @HealthTree @traviscooper93 @mpnadvocacy @GabyHobbs @Stemline @Blood_Cancers @SocietyofHemOnc @mpdrc @mlieducation @MDmasarova $KPTI partner Antengene up 900% on no news and European rights agreement recently changed to non-exclusive which could facilitate sale of rights. Sounds like they are deep in negotiations

@RaajitRampal @clinadvances @doctorpemm @TaniaJain11 @Medscape @MKremyanskaya @doclucchesi @harrisoncn1 @VasNarasimhan @antengene @EricTokat @IcahnMountSinai @HealthTree @traviscooper93 @mpnadvocacy @GabyHobbs @Stemline @Blood_Cancers @SocietyofHemOnc @mpdrc @mlieducation @MDmasarova $KPTI recap from Nov 2024 - present. For full timeline see entire thread. /279