- complete GALAXY non-small cell lung cancer phase 2b enrollment in next couple of months (4q-2012)
- final PFS data 1h-2013
- more phase 3 detail at ESMO - explain why we made the "go" decision
- phase 3 to start by ye-2012, final data in 2014..."there may well be" interim data in 2013
- we are in the middle of interim analysis [to be presented at ESMO]
- confirmed increased bleeding in squamous pts, ganetespib yields "detriment in surivival" in this population
- we are seeing bigger effect on OS vs PFS - rare among cancer drugs
- ganetespib/HSP90 inhibition is a "third way to inhibit angiogenesis" by inhibiting transcription, vs blocking ligand or receptor
- Note: the company did not show LDH, kRAS subgroup data in this slide deck - a red flag for the early signals observed in this groups not holding up and that the phase 3 trial might be in a broader population after all - as I commented about immediately after the webcast at another website