I sold SNSS and bought more CYCC, here's why. CYCC works as a single agent and the trial will run Sapacitabine as a single agent. SNSS's drug trial will be IN COMBINATION with Cytarabine {high toxicity chemo}. The combination is the way the FDA wants the trial to be conducted according to their early discussions with SNSS. In addition, Sapacitabine is oral while Voreloxin is IV. The way it will end in my opinion: Sapacitabine will become first line treatment for AML. Voreloxin will be used in rare cases in the second line. Perhaps one day Voreloxin can be combined with Sapaciabine, but that would come at least 3 years away if ever. In my opinion, No way will Voreloxin see 30% of the AML market against Sapacitabine unless it becomes part of a combined therapy later. Not bashing SNSS here.
SNSS up and market cap 270 m !! CYCC down and market cap 55 m !! why ?
SNSS vs CYCC cancer drug ?? SNSS market cap = 236 m and CYCC mkt cap only = 50 m !! both phase III drug worth ??
thx for the info.appreciate
Seen a lot of pumping the last 6 month in CYCC and SNSS and we all now know that they did not found a cure for cancer !!!
so stop pumping
according to AF, it looks "about" the same to him ... but hey ... it's only life and death ... what's a few % points, eh?
BUMP.
it is better,especially if your in those extra percentage groups.closer to phase 3 .and a lot cheaper.
Pump and dump underway
Both are for different markets.Sapacitabine is he same as CNDAC which is already in the market albeit an oral version and is primarily aimed as a first line treatment.
Snss's vorelexin is also a TOPO II inhibitor and is aimed at the refractory and the remission patients.Both have their own place .
Sapacitabine will have to prove superiority over cytarabine which is the standard of care whereas voreloxin is closer to the finish line.
Toxicity is a huge issue with these patients. A cytarabine/voreloxin combo cannot be administered very long. Sapacitabine still has patients living on the drug for over 2 years now. I also believe an oral delivery will be preferred over IV.
That being said, SNSS has a lower market cap than CYCC and probably is not a bad value play. CYCC also has Seliciclib which turning out to be a very interesting drug {huge potential}