$KPTI

ph3 in MF failed to meet the TSS co-primary. So this is in no way a clear win.

Still;

• Faster and clear SVR35 reduction

• Evidence of disease modification

• Clear reduction in OS (large effect size + p 0.022)(edit: as correctly pointed in comments here and C this is just a signal. Small n of events)

• Similar TSS reduction to control. Combined with the above this could be seen as a win give selonexor’s AE profile (in other words adding selinexors improved survival without negatively affecting total symptoms)

Add to the above the (admittedly surprising) RA Capital PIPE, including $30M upfeont that gets them to endometrial cancer readout

So 2 catalysts to wait:

(1) Endometrial cancer readout within runway

(2) Regulatory pathway. The OS signal is very strong to ignore. I think AA makes a lot of sense