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Oncternal Therapeutics, Inc. (ONCT)

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5.56+0.11 (+2.02%)
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  • A
    AC
    They will be providing a comprehensive business update after the market close. Is it negative or positive? I would think it's positive, but the market seems to think otherwiese.
  • L
    Lutz
    OK. As I read it the bummer was that ONCT will need a new MCL registrational study for cirm. That throws ONCT back a year. The faster they design and start it, the better. Expansion of the existing CLL/MCL study was rejected.
  • L
    Lutz
    Hi Tartiaboy,
    what do you think this study is good for?: NCT04501939
    I mean 16 participants, completion date 2025???
  • E
    Erik
    Will cover at $2.50 after earnings
  • T
    Tartiaboy
    ONCT has an asset for it's GTx merger. It is a SARD program (selective androgen receptor degrader). They have a paid consultant who appears to be a leader in the scientific development of SARD's. At the recent AACR "ONCT/Ramesh Narayanan" presented interesting data showing that the SARD's UT-34 and UT-105 were more effective than the AR-antagoinst (Xtandi/enzalutamide) in reducing tumor growth in ARpositive and AR-V7-positive patient-derived xenografts (PDX) tumor mice.

    The abstract focused attention on the potential use of UT-34 or UT-105 to treat an aggressive subset of TNBC(triple negative breast cancer) known as luminal AR+-TNBC (LAR-TNBC).

    Neither UT-34 or UT-105 has been elevated to pipeline status (yet), but ONCT continues to fund its development. Stay tuned.
  • F
    Flowjob
    Hundreds of companies providing data in ASCO next month just take a look. we all know what happened to companies with good data in AACR recently. Even with positive data these big events are all sell the news or a non event.
  • L
    Lutz
    Was Chase Leavitt employed as General Counsel to negotiate a BO?
  • T
    Tartiaboy
    Wow. I posted yesterday 8PR, and 4SD out of 14 patients. A DCR of about 86%. Two patients were rated as PDs. But wait. They were actually SDs for targeted lesions. The PD was due to growth of non targeted lesions. So for targeted lesions it looks like DCR of 100%. Don't tell me that is not great data.
  • T
    Tartiaboy
    Ok. We only had 14 evaluable patients. Never-the-less the ORR remains above 50% (8/14 PRs). In addition we had 4 stable disease. That means a DCR of (12/14) 85% among heavily pretreated Her2 negative mBC patients. Furthermore we have signs (as expected) that Cirm is active in Ovarian and Endometrial cancers also as a companion drug to chemotherapy. Yes this is all preliminary data, but it is in addition to the clinical data developing in hematological cancers.

    I don't know what the "market" expected from a PI study, but this is excellent news. At some point ONCT needs to initiate a solid tumor study, but the focus is on MCL right now.

    I will ignore the PPS and look for opportunity to further build my position.

    NOTHING NEGATIVE was reported.

    Be First, be right (be patient).
  • t
    tommybwahahama
    is cathie wood the same lady from the fifth-third bank commercials?
  • A
    AC
    Surprise, surprise! In the midst of biotech sell-off, this one is trending higher!
  • T
    Thomas
    Straight from the horse’s mouth, DR Shatsky, in response to a question about the article by Plieth:
    So 8 objective partial responses out of 14 patients is a overall response rate of 57%.
    Which is much higher then the average response rates for heavily pretreated metastatic breast cancer. Not sure why that would be perceived as a bad thing.
  • T
    Tartiaboy
    It begins!
  • S
    StephenUK
    Today hurts but I’m invested for what tomorrow brings so I will keep smiling in the rain
    Bullish
  • s
    stanleycollymore
    Great results. Abstract released last night

    Results: To date, 15 patients evaluable for efficacy, with 14 evaluable for DLT’s, were treated. Age range was 30-72. 4/15 patients had triple negative breast cancer at enrollment. Patients received a median of 6 prior metastatic therapies (endocrine + chemotherapy). No discontinuations due to cirmtuzumab toxicity and no DLTs were observed. Adverse events (AEs) were consistent with known safety profile of paclitaxel, with grade 3/4 neutropenia in 4 patients, grade 3 flu-like symptoms in 1 patient and grade 3 hyperglycemia in 1 patient. Of 15 intent-to-treat patients to date, 7 (47%) had a partial response (PR) with one durable for 52 weeks and 4/15 patients had stable disease. 1/15 patients did not meet per-protocol efficacy assessment yet. Pharmacokinetic (PK) analysis on 7 patients revealed a median serum cirmtuzumab level of 68 µg/mL or 58 µg/mL prior to the 2nd or 3rd monthly infusions of mAb, respectively. Analysis of pleural or ascitic fluid in 2 patients showed cirmtuzumab levels ≈30% of those in sera. PK data was consistent with drug half-life of ≈30 days except in one patient with malignant ascites. 8 of 15 patients had fresh or archival tissue at study entry and 8/8 had tumor ROR1 expression by immunohistochemistry.
    Conclusions: The combination of cirmtuzumab and paclitaxel was well-tolerated with a promising preliminary 47% PR rate in heavily pre-treated patients with metastatic breast cancer. PKs of cirmtuzumab were consistent with sustained therapeutic levels. Further evaluation of ROR1 targeting in breast cancer with cirmtuzumab is warranted.
  • T
    Tartiaboy
    Lost in all the noise is the possibility that ONCT is ready to elevate their SARD to pipeline status. This may also be a first in class molecule. Stay tuned. Disclosure. I need to study this myself. It's new to me.
  • J
    John
    The overreaction to the Her2 data is blessing and I doubled down on the dips and will continue to do so in thw coming days. The bigger movers have always been the CLL, MCL, and ES data. Always looked at the her2 data as icing on the cake but nothing more than that.
    Bullish
  • E
    Erik
    If you want guaranteed income from shorting a stock, I give you ONCT. Red red red red every single day.
  • T
    Tartiaboy
    Yet to come this quarter: Cirmtuzimab: MCL, CLL data; 216: ES data and other ETS preclinical data.

    These are the market drivers right now. Stay tuned.