In A Competitive New Cancer Field, Infinity Looks For A Place To Play
This article was originally published in The Pink Sheet Daily
Infinity presented positive efficacy data on its oral PI3 kinase inhibitor IPI-145 in CLL and lymphoma at ASCO, but other drug makers also released strong data on potential competitors that are further ahead in clinical development, sparking a stock sell off.
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Duvelisib is on track for parallel filings for CLL and iNHL in 2016, but the company still has work to do in differentiating the PI3 kinase inhibitor, which it says could come through additional studies beyond pivotal trials.
J&J says its success at integrating external and internal innovation, focus on understanding causes of disease and commercial excellence have helped its pharma subsidiary weather a $9 billion patent cliff and recoup growth prospects. One observation from its May 23 analyst meeting: seemingly more than most companies, Janssen systemically incorporates biomarkers and companion diagnostics beyond oncology into all of its core development programs.
Infinity avoids the erosion of its rights to a promising PI3K drug by restructuring its alliance with Purdue and Mundipharma, essentially returning all control back to the cancer drug developer.