I've searched the boards and no discussion of Ibrutinib. Why?
Just digging into INFI and am concerned about how IPI-145 could compete eventually with Ibrutinib in R/R CLL. Will there need to be a Ibrutinib v IPI-145 eventually? From what I have been able to find, I am not sure that is even a contest in CLL. What are your thoughts?
OK- Ibrutinib is already on the market and being used for MCL and CLL. IPI-145 has a different MOA with only Phase 1 data. Even IF, IPI-145 completes successful p2 and p3 testing, and doesn't have to compare to current standard-of-care [pending forward-looking regulatory discussions], they would need to compete with a product that will have had years to firmly solidify its position in a hard-to-crack specialty market. Fair assessment? INFI is still in dream-stage....and other PI3K's are ahead of them. Res ipsa loquitur...
There is a P3 underway (registrational?) of IPI-145 v. Ofatumumab in R/R CLL. Will this even be relevant by the time the study is completed with Ibrutinib on the market? Also, you make a good point that there are a number of PI3Ki in development.
INFI data may speak for themselves but will anyone care?