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Karyopharm Therapeutics (KPTI) investor relations material
Karyopharm Therapeutics Baird's Biotech Discovery Series summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key presentations and scientific insights
Selinexor, an XPO1 inhibitor, is being developed in combination with ruxolitinib for frontline myelofibrosis, aiming to set a new standard of care.
Phase I data showed 79% of patients achieved SVR35 at week 24, more than doubling historical rates for ruxolitinib alone.
The combination demonstrated rapid, deep, and durable spleen reductions with meaningful symptom improvements.
Safety profile at lower selinexor doses is manageable, with transient nausea and low discontinuation rates.
Blinded phase III safety data suggest similar or better tolerability compared to ruxolitinib alone, with lower grade 3-4 anemia rates.
Industry analysis and clinical context
Myelofibrosis patients often receive ruxolitinib as first-line therapy, but responses are not always durable, and anemia is a key challenge.
There is a significant unmet need for therapies that provide deeper, more durable responses and better tolerability.
Recent trials with other agents (navitoclax, pelabresib) faced challenges with thrombocytopenia and symptom endpoints.
The SENTRY phase III trial is robustly designed, with a two-to-one randomization and co-primary endpoints of SVR35 and absolute TSS, excluding fatigue for clarity.
Baseline TSS in SENTRY is higher than in prior studies, potentially increasing the likelihood of demonstrating meaningful benefit.
Forward-looking statements and commercial outlook
Phase III SENTRY trial results are expected in March, with high power to detect differences in both SVR35 and TSS.
If positive, the selinexor plus ruxolitinib combination could be rapidly adopted as frontline therapy, with a $1 billion peak revenue opportunity projected in the U.S.
The combination fits seamlessly into current clinical workflows, requiring no additional testing or logistical changes.
Recent refinancing extends cash runway into Q2 2026, supporting potential launch and commercialization.
The company is positioned for rapid execution and growth, with international partnerships in place.
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