Targeting kinases have been on the
agenda of most drug developers/ researchers as they hold the key path to
signaling, development and growth of the cell. Tumors/cancer biology indicates
that this balance is disturbed and inhibiting the aberrant pathways in a
balanced way is an approach to developing drugs against cancer. Resistance to
existing therapies develops as cancer cells bypass these efforts and their
remains an evergreen search for new targets to meet these challenges. Large
global pharma are constantly on the hunt for drugs with label expansion
potential = Longevity and Blockbuster Potential! About $10b+ has already been
invested in licensing /acquisition of PI3K and other kinase inhibitors/companies
since the last five years. Scientific data on the role of PI3K, BTK kinase in
cancer and clinical Proof of Concept (PoC) data of the PI3K, BTKs inhibitors
have reached a critical mass and companies with focus in this sector are poised
to offer better treatment options for unmet need in hematologic malignancies.
We expect more acquisitions of the innovator companies and or handsome
licensing deals for unpartnered products as mature data and approvals come in
the next few years.
This report (ToC attached)
highlights the recent progress on the understanding of PI3Ks/BTK signaling
pathway and companies developing PI3K/BTK inhibitors (PCYC, INFI, CRIS, SymBio,
GILD), the clinical data and competition.
KEY
POINTS DISCUSSED IN THE REPORT
Drugs
in the pipeline
* PI3K inhibitors - Infinity pharma (INFI), Gilead
(GILD)
* Dual PI3K inhibitor - Onconova/SymBio, Curis (CRIS)
* BTK-inhibitors - Safety and clinical efficacy set it
apart - Pharmacyclics (PCYC), Celgene (CELG)
* M&A in Kinase Inhibitors in the last 5 years
* Related Milestones/catalysts in 2013-14
* Combination Studies - PI3K, BTK inhibitors with
Rituxan, Bendamustine in hematological cancers.
* Ongoing Clinical Trials of Companies Covered
* Curis (CRIS) - Time to Assess Value Beyond Erivedge!
* Gilead (GILD) - New HIV + HCV Products to Sustain
the Growth Trajectory
* Infinity pharma (INFI) - IPI-145, Unpartnered,
Potent PI3K Inhibitor = Larger Opportunity!
* Pharmacyclics (PCYC) - Ibrutinib - Promising to
Deliver More
* SymBio (4582) - Significant Upside still Remains:
Bendamustine + Rigosertib + Cash to In-license More!
To order this report:
Email: support@researchonglobalmarkets.com
US:
+1 866 325 7446
UK: +44 203 514 2363
India: +91 22 4098 7600
SOURCE: Researchonglobalmarkets.com
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