Poonam A. Arora
Long/short equity, value, research analyst, biotech

Epizyme: Strong Early Data But Reserving Judgment Until Final Results

Investment Conclusion. Initial data read outs from the Epizyme (NASDAQ:EPZM) EPZ-6438 Phase I dose escalation study were robust. The drug showed early indications of activity in two NHL patients, there was a lack of significant dose limiting toxicities (DLTs), and maximum tolerated dose [MTD] was not reached. In addition, there were pharmacodynamic effects of methyl mark reduction observed in the skin. This means that EPZM is now free to give patients higher doses of the drug and for longer durations with lower immediate safety risk. Greater dose intensity and dose density might result in more tumor responses as well as stronger and possibly durable effects. In addition, higher doses given for more cycles, might lead to sufficient levels...

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