PI3K inhibitors, a dime a dozen

[Anonymous]

Does anyone REALLY think that Gilead can create a world-class oncology company on the back of one of the dozen PI3K drugs in development? So, let me count. Infinity Pharmaceuticals has one (targets delta and gamma). Amgen has one (AMG319). Bayer has one (by the way, they got an oral presentation for their product at ASH). Curis has a PI3K. Little known biotech TG Therapeutics has one too (along with a glycoengineered CD20 antibody).

Yes, Gilead is in the lead - and yes, they have recruited some fabulous people from Genentech. After we all agree on that - does anyone think that idelalisib is going to be the only PI3K drug utilized in NHL/CLL? Seems to be a big pipe dream to me...

 

[Anonymous]

First almost always wins the race!

 

[Anonymous]

First almost always wins the race!

The race to kill this as a viable target that is

Sheer molecular hokum

 

[Anonymous]

How is idelasilib going to do against ibrutinib and the 2nd generation Rituxan? Very crowded market in CLL.
A lot will depend on how it is priced because ibrutinib is 130K a year…which makes the docs eye roll.

 

[Anonymous]

How is idelasilib going to do against ibrutinib and the 2nd generation Rituxan? Very crowded market in CLL.
A lot will depend on how it is priced because ibrutinib is 130K a year…which makes the docs eye roll.

Get used to it. Immunotherapy is going to be expensive.

 

[Anonymous]

Get used to it. Immunotherapy is going to be expensive.

That's the price for MCL (4 capsules/day). The CLL price is much less (3 capsules/day).