- Infinity Pharma presented at the Stifel Nicolaus Healthcare conference on 9/7/2011 - click here for full presentation schedule and links to my notes.
- More info on Infinity's programs can be found at the INFI research page.
- See below for my webcast notes:
- Reiterated that IPI-926 myelofibrosis trial will start 3q11, and pacreatic cancer trial will complete enrollment by year-end 2011
- No overlapping IPI-504/docetaxel toxicity. No significant ocular toxicity as seen with some compounds that cross BBB. Our molecule does not cross BBB [This description of the cause of ocular tox differs from that given by SNTA, which is developing another HSP90 inhibitor, ganetespib]
- We will looking at very specific subgroups in IPI-504 plus docetaxel NSCLC trial. We have hypotheses about a number of biomarkers. If promising interim data. then we can exopand subgroup(s) with up to 45 patients per arm.
- Otherwise nothing new...
- Recent trial of FOLFIRINOX showed OS closer to 10 months. Will this change SOC from gemcitabine in pancreatic cancer? We're happy to combine with whatever the best chemotherapy is, based on the IPI-926 mechanism of action. Depending on all data (external, our phase 2, investigator-sponsored trials w/ other chemo agents), we'll think about phase 3 trial design...2 arm, 3 arm [So phase 3 trial could have a combo arm with no randomized phase 2 data]
- There are several Hedgehog inhibitor products? how is IPI-926 differentiated? Other more advanced molecules from Genetech/Roche and NVS. Ours has a very different tissue distribution
- HSP90? Our drug IPI-504 is the only one to demonstate responses in combo w/ docetaxel to date. we'll se if others can (ie, SNTA)