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#Management
stale
Added 3 years ago

Have been watching KAZ from the sidelines for sometime now - and is very close to home - esp - having lost my wife to brain cancer a couple of years ago.

Just finished watching a very impressive presentation by James Garner today (Share Cafe Webinar - 3rd Sept) who is excited about the prospect of a their new glioblastoma drug (Paxalisib) entering Stage 3 trials.

If trials are successful, the potential for the company ...... (and patient outcomes) is going to be HUUUGE!!!  ...... But then again ...... it is difficullt NOT to become too emotionally involved.  But with other drugs ( EVT801 ) entering Stage 1 Trials,  this company may be worth keeping an eye on.

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#Bull Case
stale
Added 3 years ago

Early results but paxalisib shows some promise to improve survival in glioblastoma over current standard of care. KZA has patients enrolling in the industry standard gbm trial. Despite the volatility over the last year, i believe management when they say newsflow over the next two years will be good

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