Cardiff Oncology: Targeting KRAS the Right Way

“A Single Death Is a Tragedy; A Million Deaths Is a Statistic” ~ Joseph Stalin

“In the US, the death rates for all kinds of cancer dropped by only 5 per cent in the period 1950-2005, according to the National Center for Health Statistics. Even if you strip out confounding variables such as age (more people are living long enough to get cancer) and better diagnosis, the blunt fact is that, with most kinds of cancer, your chances in 2014 are not much better than they were in 1974. In many cases, your treatment will be pretty much the same.” ~

Chadwick Boseman, a healthy and wealthy middle aged man, died of cancer this week. While his life was a triumph of the human spirit, his death is most certainly a tragedy. And yet, the best society seems capable of doing is shouting “Fuck Cancer” while begging people to throw more money at a disease that has had hundreds of billions thrown at it already. Such meaningless gestures underly the fact that 50 years have passed since the US government declared war on cancer, and yet mainstream science doesn’t have (pardon my French) a fucking clue what cancer actually is. Not a fucking clue.

Despite the mounting evidence that scientific progress has stalled, no one seems to understand why. As I argued in my previous blog post, this lack of progress stems from the simple fact that modern science is built atop a foundation of sand, the pillars are rotten to their core, and the architects are as blind as new born pups.

Alas, it’s one thing to tear down a poorly constructed house but quite another to build an everlasting structure, one that will stand the test of time let alone the inspection of a college dropout suffering from a dozen autoimmune disorders. In our report, we build such a structure, albeit a condensed one that is fine tuned for the purposes of explaining why PLK1 inhibition is an interesting therapeutic approach for KRAS mutated cancer.

As was the case in our report on Replimune, our report on Cardiff Oncology will be more focused on underlying science of cancer than the therapy itself. It’s not until page 32 that we even begin to discuss what Cardiff Oncology’s Onvansertib’s PLK1 inhibition could mean for cancer and more specifically KRAS mutated cancer.

Please read our disclosures before clicking on the link to our report- CRDF

DISCLOSUREWe are long Cardiff Oncology (CRDF) as of this blog post. What our position in the company is the next day or the day after that is up in the air. But as of this publishing, we are shareholders in CRDF. This report is not a recommendation to buy or sell securities. We are under no obligation to update the information in this report or blog post. We are not looking to solicit investments or profit from selling this research. We have no affiliation with CRDF and have received no compensation for this blog post. We are merely publishing our research for educational and informational purposes.