- Tekmira presented on 9/7/2011 at the Stifel Nicolaus Healthcare conference - click here for all webcast schedules and links to me notes.
- For more notes on the company, visit the TKMR research page.
- My webcast notes are below:
- murlivalent RNAi (MVRNA) recent licensed worldwide rights to their use - click for PR.
- Using mvRNA, we are especially exicted to silence multiple targets (can also target multiple sites on same gene)
- ApoB program - completed a phase 1 trial and was shown safe and well tolerated. We are evaluating novel formulations to continue its clinical development
- There have been several attempts to develop small molecule inhibitors [Not sure by whom and the status]
- in phase 1 now. about to intiate 2nd trial momentarily at NCI
- 50% of colorectal cancer have mutated KRAS - these tumors are nonreponsive to EGFR inhibitors, but hypersenstive to PLK1 knockdown
- Goal is to have interim data by yearend 2011 on these trials, and complete them 1h2012
- Drug candidate hits 3 sites...so could achieve same results with this or with one mvRNA molecule
- first phase is $34.7m over 3 yrs, objective is to complete phase 1 trial
- We believe RNAi platform development has been faster than other technology such as monoclonal antibodies
- We expect an inflection point with real progress next 6-12 months
- inaudible question about litigation -This was an important decision for Tekmira to recover our technology and bringback its value to TKMR
- In the court venue where action is, timeline is approximately 1 year, so far we haven't seen any deviation from that
- We think our ApoB drug has broader reach than mipomersen [I don't know what the heck they basing this assertion on since they haven't even shown any efficacy yet]. We like that ISIS is validating this target in humans.
- We have to be able to work with regulatory agencies to make formulation modifications during development. Our experience has been that we don't have to go back to the beginning, ie by showing comparable toxicity [They also haven't tried to switch once later in clinical development...I think the recent statements by ALNY on this topic were more prudent]
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