SNSS priced over 15 X CYCC net of cash. Sapacitabine is oral, less toxic, doubled survival in refractory MDS (phase 2), being tested for Front -line AML (not refractory) . In SEAMLESS, SAP/DAC is demonstrating a 20% survival 2-3 years out ( SEAMLESS pilot arm) and is ahead of SNSS in combined therapy with Dacogen. In Refractory MDS (6X the size of AML market), SAP (AS A SINGLE AGENT) has doubled survival in a recent phase 2 study and garnered praise from MD Anderson investigators. SAP/SEL (solely owned CYCC drug combination) demonstrated strong activity in BRCA deficient solid tumors. SAP Has proven multi-year tolerability and maintenance potential.
SNSS's drug causes nasty side effect off mucco-cystic oral lesions, is I V administration, being tested refractory AML, It is combined with Cytarabine (toxic chemo) which makes the drug combination less suitable for older patients, SNSS had to increase the size of their study at interim results to improve statistical benefit (implies only marginal benefit in results being demonstrated). Vosaroxin/CYT is not suitable as a long term (multi-year) maintenance regimen and now Vosaroxin mono therapy in AML appears to be off the table and their phase 2 results have been contradicted.
Sapacitabine will be marketed in 2015 for AML. In refractory MDS, Sapacitabine is a possible Accelerated Approval candidate. With the high maintenance potential of SAP, I Expect very few patients will migrate from SAP to VOS. I expect very poor sales for VOS in AML if it every gets approval. The data must be close since the DSMB recommended increasing the size of the study (power of the study).
I own both SNS and CYCC. They are not exactly catering to the same crowd. CYCC will have its trials completed next year for AML and read outs early 2015 now that they have the secured financing and are enrolling big into Europe. As lifetolive points out, Sapacitabine in RMDS is showing some astonishing results in their phase 2 trial by doubling the survival rates on failures. I believe BP is taking a second look as they could use an oral as a first line treatment as well. Drug has a very clean side effect profile. I believe they will either partner up or be bought out by JNJ since they understand the space and sell DAC in Europe and their phase 3 trials use it in combo as guided by the FDA in their SPA. Celgene is another one that might be interested as they recently paid CYCC off for some patents related to Istodax. SAP would fit well in their line of oncolgy.. I think CYCC is getting warmed up to make the kind of move SNSS made from feb 12 to jan 13. Take a look at the data on RMDS as it is looking darned good.