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Posted On: 05/10/2025 5:52:13 AM
Post# of 154730
Quote:
FDA approves the Avmapki Fakzynja combination therapy as the first-ever treatment for adult patients with KRAS-mutated recurrent low-grade serous ovarian cancer.
Verastem the company behind that drug combo really likes those serious adverse events. It's one of the three companies that I invested in when I first switched over to biopharmaceuticals. I bought in the morning and that afternoon the FDA had approved duvelisib.
Quote:
On September 24, 2018, the FDA approved duvelisib (Copiktra; Verastem), an oral small-molecule drug that targets PI3K, for the treatment of patients with relapsed or refractory CLL or SLL. On the same day, duvelisib also received accelerated approval for the treatment of relapsed or refractory follicular lymphoma in adults who have received at least 2 previous systemic therapiesQuote:
You can tell I was new to biopharmaceuticals at that time because I naively assumed the drug would be a decent seller regardless of its awful side effects because it was a last chance drug. I found out that doctors really don't like awful side effects. When I sold out in March 2019 (down 30% (?)) they had 25 prescriptions. By that time I had already dropped some money into Cytodyn and took the money from the sale of Verastem and dropped that into Cytodyn.
I would predict this new drug combo will also sell badly.
What half of that combo defactinib does is inhibit FAK. The other half avutometinib inhibits RAS/MAPK. Leronlimab does both and more without those nasty side effects.
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