Karyopharm Therapeutics (KPTI) | Ripe Buyout Candidate

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KPTI is extremely under-valued; KPTI a screaming buy in my opinion.


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15% GAIN & Bashers are out (shorts are worried)

How funny, the stock makes a 15% one day gain and bashers calling it bearish! By the way, the recent purchase of over 4 million shares by Commodore Capital is a very strong signal and we may see more of these specialty biotech funds take positions. They're experts and their due diligence determined KPTI is a safe place to put $25million of their money in for huge growth potential. https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&ref=116686004&type=HTML&symbol=KPTI&companyName=Karyopharm+Therapeutics+Inc.&formType=SC+13G&dateFiled=2022-05-09&CK=1503802


HIGH PROFILE DOCTOR JOINS THE TEAM

9 MAY 2022

Karyopharm is pleased to give a warm welcome to Dr. Tomer Mark as our Senior Vice President of Medical Strategy! We are confident that his deep expertise within the hematology space will be invaluable as we continue to develop our core programs.

https://som.ucdenver.edu/Profiles/Faculty/Profile/24678

https://www.uchealth.org/provider/tomer-mark-md-msc-hematology/

https://som.ucdenver.edu/Profiles/Faculty/Profile/24678



We got some top notch sales reps

e.g.Tanya Rivers Granados
https://www.linkedin.com/in/tanya-rivers-granados-%F0%9F%87%BA%F0%9F%87%A6-43156317/


10 May 2022

Commodore Capital LP bought 4 million shares of KPTI. They're a young hotshot 5th Avenue biopharma investment firm. https://www.commodorecapital.com/team


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"Been holding it for 2 years. First quarter sales were actually outstanding considering prior 1Q sales. Look at historical. Peoples insurance reset at beginning of the year, first Q for
$kpti is historically our weakest. I expect 2Q to be huge net sales. Ultimately, our earnings beat on bottom line easily."

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5 MAY 2022 Update

In a nutshell I think KPTI story is all about valuation. I think it's a 3rd of its fair value today.

Quarterly earnings released today were excellent. Q1 is a weak month in general. I added notes about the reasons on my KPTI page. But KPTI did well.

They reiterated their guidance for the year, showing solid growth over last year.

Today the markets are melting due to fear of recession. And a madman in Russia has deeply hurt many lives and economies. Good news is he's got serious diseases and will hopefully die soon and join Hitler in a sizzling party in hell

I remain very confident about KPTI. Today it's been up for the most part despite meltdown in main indices.

Listen for yourself. Very informative conference call and many analysts call in -- lot of interest.

https://app.webinar.net/4KM6nxQXQlr

https://investors.karyopharm.com/events-presentations

I'm planning to hold KPTI till buyout no matter what.

Best wishes

Reza

Join me on instagram: www.instagram.com/reza.ganjavi.mba



Q1 Numbers are Excellent.

Someone commented: "I was in Pharma for 7 years. Q1 is always the toughest for a few reasons. 1. All Healthcare Plans reset at beginning of the year. This means deductibles reset, creating higher out-of-pocket costs to patients. As the year goes on, people pay their deductibles down... which creates better sales numbers because insurances are picking up the products as the year goes on. So when I see Q1 close to numbers from Q4, That's absolutely amazing. 2. A lot of formularies either pick-up or drop specific products. They claim it's renegotiated to benefit the patients... but that's a crock of shit. It's to line the pockets of the PMS (Pharmacy Benefit Managers). 3. Everyone is coming back from the standard EOY shutdown. Imagine stopping a rolling train... now you have to get that train. Rolling again." -- and add to it the Omicron ordeal in Q1.

PR:

– Achieved First Quarter 2022 Net Revenues of $47.7 Million, Up 105% Versus First Quarter 2021, Including $19.4 Million License Revenues from Partners –

– XPOVIO® (selinexor) Net Product Revenue of $28.3 Million, with a 30% Increase Over Q1 2021 –

– Preliminary Data from Phase 1/2 Trial Evaluating Selinexor in Combination with Ruxolitinib in Patients with Treatment-Naïve Myelofibrosis to Be Presented at ASCO 2022 –

– Promising Results from Pre-Specified Exploratory Subgroup Analysis in Patients with p53 Wild-Type Endometrial Cancer from the SIENDO Study; Planning Registration-Enabling Study Targeting Initiation in 2H 2022 –

– Recent Approvals Received by Partner Antengene Continues to Expand XPOVIO's Global Reach –




'New paper is published "A Case Report of a 58-Year-Old Woman with a Diagnosis of High-Risk Myeloma Refractory to Multiple Line of Therapy and Treated with Selinexor, Bortezomib, and Dexamethasone Prior

to Allogeneic Stem Cell Transplantation."

In this paper, a case of a 58-year-old woman with high-risk MM who had received 8 prior treatment lines, and whose disease was refractory to ixazomib, bortezomib, and all immunomodulatory agents, is described. After everything stopped working, this patient was treated with selinexor, bortezomib, and dexamethasone (XVd). After 1 cycle of XVd, she achieved a partial response, and after 4 cycles, a very good partial response (VGPR). Therefore, stem cell transplantation was performed. She remained relapse-free for 13 months after initiating XVd. Good to see that Selinexor works well in patients which have no other options.'

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KPTI Titles for Selinexor presentations at ASCO in June:

1. Phase Ib trial of selinexor (SEL) in combination with nivolumab (NIVO) alone or nivolumab plus ipilimumab (NIVO+IPI) in patients (pts) with advanced malignancies: The renal cell carcinoma (RCC) experience.

2. Phase 1b study of weekly split-dose selinexor in soft tissue sarcoma (STS).

3. Randomized phase III study of maintenance selinexor versus placebo in endometrial cancer (ENGOT-EN5/GOG-3055/SIENDO): Impact of subgroup analysis and molecular classification.

4. A phase 1, open-label, dose-escalation study of selinexor plus ruxolitinib in patients with treatment-naïve myelofibrosis.

5. Phase Ib study of selinexor and eribulin combination in advanced solid tumors and triple-negative breast cancer.

https://www.instagram.com/_the_ary/



Karyopharm Announces Selinexor Data to be Presented at the 2022 American Society of Clinical Oncology Annual Meeting

https://investors.karyopharm.com/2022-04-27-Karyopharm-Announces-Selinexor-Data-to-be-Presented-at-the-2022-American-Society-of-Clinical-Oncology-Annual-Meeting


Oral Presentation

Title: Randomized phase III study of maintenance selinexor versus placebo in endometrial cancer (ENGOT - EN5/GOG-3055/SIENDO): Impact of subgroup analysis and molecular classification

Presenter: Vicky Makker, Memorial Sloan Kettering Cancer Center

Abstract #: 5511

Date and time: Tuesday, June 7, 2022, 8:00 a.m. – 9:30 a.m. CDT

Session: Clinical Science Symposium/Molecular-Based Treatment for Endometrial Cancer

Poster Presentations

Title: A phase 1, open-label, dose-escalation study of selinexor plus ruxolitinib in patients with treatment-naïve myelofibrosis

Presenter: Haris Ali, City of Hope

Abstract #: 7060

Date and time: Saturday, June 4, 2022, 8:00 a.m. – 11:00 a.m. CDT

Session: Hematologic Malignancies—Leukemia, Myelodysplastic Syndromes, and Allotransplant

Title: Phase 1b study of weekly split-dose selinexor in soft tissue sarcoma (STS)

Presenter: Abdulazeez Salawu, University Health Network

Abstract #: 11563

Date and time: Sunday, June 5, 2022, 8:00 a.m. – 11:00 a.m. CDT

Session: Sarcoma

Title: Digital monitoring and assessments in patients with glioblastoma

Presenter: Yasaman Damestani, Karyopharm Therapeutics, Inc.

Abstract #: 2045

Date and time: Sunday, June 5, 2022, 8:00 a.m. – 11:00 a.m. CDT

Session: Central Nervous System Tumors




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CEO Richard Paulson has a very impressive background. Solid business and sales and management experience unlike the last CEO who was just a good doctor/scientist and ran the company into the ground by mismanagement. Turnaround in progress. https://www.linkedin.com/in/richard-paulson-462536/


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Details of KPTI Presentations at American Association For Cancer Research April 8 to 13 (company's IR is asleep on the wheel as usual - several of these involve KPTI employees so why not PR it?)


· 4067 / 21 - Combination venetoclax and selinexor effective in relapsed refractory multiple myeloma with translocation t(11;14) https://www.abstractsonline.com/pp8/#!/10517/presentation/15278


· 5455 - Nuclear export inhibitor selinexor synergizes with proteasome inhibitor marizomib in preclinical models of glioblastoma https://www.abstractsonline.com/pp8/#!/10517/presentation/17686

· 1122 / 12 - Selinexor synergizes with IL-12 to inhibit tumor growth in syngeneic mouse models of melanoma https://www.abstractsonline.com/pp8/#!/10517/presentation/16291

· 6022 - Synergistic anti-cancer effects of selinexor and bevacizumab in mouse xenograft models of glioblastoma https://www.abstractsonline.com/pp8/#!/10517/presentation/17979

· 6023 - Selinexor synergizes with temozolomide in preclinical models of glioblastoma independent of MGMT promoter methylation https://www.abstractsonline.com/pp8/#!/10517/presentation/17980

· 6025 - Baseline cytokine profiling in naïve and tumor-bearing Balb/c and C57BL/6 Charles River mice https://www.abstractsonline.com/pp8/#!/10517/presentation/17982

· 5832 - Utilizing small noncoding RNAs as biomarkers for selinexor treatment in gastric cancer https://www.abstractsonline.com/pp8/#!/10517/presentation/18815

· 4195 / 3 - Evaluation of the anti-myeloma effects of high and metronomic selinexor alone and in combination with duvelisib in vitro and in vivo https://www.abstractsonline.com/pp8/#!/10517/presentation/16809

· 5519 - Selinexor synergizes with anti-PD-1 antibody and inhibits tumor growth and metastasis in syngeneic mouse models of KRAS mutant colorectal cancer https://www.abstractsonline.com/pp8/#!/10517/presentation/17738

· 5536 - Selinexor inhibits lymphoma-leukemia tumor progression directly and through activation of anti-cancer immune response https://www.abstractsonline.com/pp8/#!/10517/presentation/17755

· 5314 - Selinexor, a selective inhibitor of nuclear export (SINE) compound, enhances the anti-tumor activity of Eribulin in leiomyosarcoma https://www.abstractsonline.com/pp8/#!/10517/presentation/18544

· 5330 - Nuclear protein export inhibitor selinexor chemotherapy combination for pancreatic cancer therapy https://www.abstractsonline.com/pp8/#!/10517/presentation/18560


Numerous Presentations at American Association For Cancer Research April 8 to 13.

https://www.aacr.org/meeting/aacr-annual-meeting-2022/

Company's IR is asleep behind the wheel as usual.


Someone wrote they asked about Europe from IR.


1) KPTI's science is great but their IR is for the most part useless. The new gal seems to be getting sucked into the same culture of incompetent IR, thus being a waste of money.


2) They won't talk about EMA until the minutes of the march meeting are released in May and we already know the outcome: another delay. Question is, for how long. Let's hope it's minor otherwise we may have to roll up our sleeves again and this time get Richard Paulson kicked out.


Shareholder Meeting / Proxy Votes

No (withhold) across the board. Fat board, fat management, ineffective management, wasting shareholder money. They may need another revolution like the one we helped happen with kicking out of Kauffman.

20 presentations with Selinexor at AACR meeting in April / "99% inhibition of tumor growth with two mice cured sounds remarkable"

"From the abstract 5519, "Selinexor synergizes with anti-PD-1 antibody and inhibits tumor growth and metastasis in syngeneic mouse models of KRAS mutant colorectal cancer."

"We performed preclinical studies to evaluate the effectiveness of selinexor and the anti-PD-1 antibody RMP1-14 in syngeneic mouse models of KRAS mutant CRC. Both selinexor and RMP1-14 demonstrated single agent activity against KRAS mutant CRC in the two mouse models relative to controls. In the metastasis model, tumor growth inhibition (TGI) at Day 21 was 63.5% (p=0.0001) for selinexor and 68.9% (p<0.0001) for RMP1-14. The combination of selinexor and RMP1-14 significantly inhibited tumor growth and metastasis with a TGI of 98.9% (p<0.0001). No tumors were detected in two mice from the combination group at the end of the study.

Conclusions: Synergistic anti-cancer activity of selinexor and anti-PD-1 antibody in KRAS mutant CRC mouse models warrants further clinical investigation."

So, 99% inhibition of tumor growth with two mice cured sounds remarkable.'

Top expert is a big fan of KPTI's science

Robert L. Coleman, M.D., FACOG, FACS

https://www.texasoncology.com/gynecologic-oncologist/robert-coleman

Question Sent to Bijoy Telivala

Are you another hedge fund shill? Are you an unethical paid shill who's knowingly or unknowingly trash talking great drugs that save lives? What are your affiliation? Have you ever served as a consultant or the like for any such parties or their agents?

Sarah Connors joined the company as Vice President, Head of Corporate Communications.

Excellent background. MBA. Over 10 years at Sanofi...

https://www.linkedin.com/in/sarah-connors-416a492/

GOOD NEWS: FOUNDERS ARE GONE - END OF FOUNDERS' SYNDROME & NATURAL STEP IN BUYOUT.

Departure of founders is natural first step in a buyout. Prospective buyer sees no role for the founders for very good reasons. Juss sayin!

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"Pretty obvious with the exit of 2 founders, KPTI is up for sale and offers have already been made IMHO."

The founders are pretty much out. Great news. End of Founders' Syndrome.

Kauffman and Shacham leaving is suspicious in a good way. Something big is cooking.

GOOD NEWS: MERCK KEYTRUDA BLOCKBUSTER EXECUTIVE JOINS KARYOPHARM AS CHIEF MEDICAL OFFICER

For the nagging nancies, fake longs, shorts, idiots who are disparaging our new hotshot CMO, Dr. Rangwala who was previously executive clinical director at Merck, where she was involved in the clinical development of the blockbuster immunotherapy Keytruda. https://www.fiercebiotech.com/biotech/karyopharm-taps-former-merck-executive-serve-chief-medical-officer

New CMO left her job to join Karyopharm: https://www.linkedin.com/in/reshma-rangwala-70421a84

I am very impressed with her profile. She has all the right experience. Dr. Rangwala has a very impressive background with a MD and PhD degrees and a blockbuster under her belt -- and very strong regulatory background which is what KPTI needs -- a pragmatic CMO.

WHICH BIG PHARMA WILL BE THE PROUD OWNER OF KARYOPHARM?

Dr. Due Diligence:

"Amgen talking about wanting to buy more companies in their Growth Strategy through 2030.

Top tier Pfizer, Amgen with Amgen getting the edge given the employee composition at Karyopharm. These have always been the top two and wrote about that 7 months ago.

Second Tier BMS MM and Solid Tumor including Glioblastoma and $16+ Billion Cash on Hand. Pomalyst Trial cannablizes Empliciti (Pom and Empliciti are both BMS products).

Much lower Tier JNJ - established in MM (Daratumumab), WT p53 huge potential for Prostate Cancer (their bread and butter), and potentially in urothelial and lung. They do not have an established MDS pipeline, but seem to have some trials in this space (MDS/AML).

5th is a wildcard company I'm looking more at their structure, and seeing what's possible."

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"Well said! SIENDO2 will be a slam dunk! No question asked! If I am the CEO of a BP, I would be very motivated to buy this now with a almost guaranteed approval with potential of billion dollars peak sales in 24 months. The questions are: Will the buyer willing to give "can't refuse price"? Will the board willing to take the risk and time and not willing to sell now and wait?"

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Karyopharm Names New Head of Investor Relations

– Elhan Webb, CFA, Formerly of Rubius Therapeutics and Radius Health, Appointed as Senior Vice President of Investor Relations –

– Webb Brings More than 20 Years of Diverse International Experience Across Investor Relations, Business Development, Investment Analysis and Portfolio Management in the Healthcare and Biotechnology Fields –

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Barclays Conference Quick Notes

SIENDO Conference Call 3/17/2022 & Happy St. Patrick's Day!

https://www.reddit.com/r/KPTI/comments/tguo2l/siendo_conference_call_3172022_happy_st_patricks/

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Karyopharm Announces Upcoming Presentations of Phase 3 SIENDO Study of Selinexor in Patients with Advanced or Recurrent Endometrial Cancer

Study Results to be Presented at the European Society of Medical Oncology's Virtual Plenary and the Society for Gynecologic Oncology 2022 Annual Meeting on Women's Cancer

Company to Host Investor Conference Call on March 17th at 4:30 pm ET

NEWTON, Mass., March 16, 2022 /PRNewswire/ -- Karyopharm Therapeutics Inc. (Nasdaq: KPTI), a commercial-stage pharmaceutical company pioneering novel cancer therapies, today announced that results from the Phase 3 SIENDO study will be presented at the European Society of Medical Oncology's (ESMO) Virtual Plenary taking place on Thursday, March 17, 2022. The data will also be presented in a late-breaking abstract at the Society for Gynecologic Oncology (SGO) 2022 Annual Meeting on Women's Cancer taking place March 18-21, 2022, in Phoenix, Arizona.

Details for the presentations are as follows:

ESMO Virtual Plenary:

Title: Prospective double-blind, randomized phase III ENGOT-EN5/GOG-3055/SIENDO study of oral selinexor/placebo as maintenance therapy after first-line chemotherapy for advanced or recurrent endometrial cancer

Presenter: Professor Ignace Vergote, MD, PhD, Leuven University Hospitals, Leuven, Belgium

Date and Time: Thursday, March 17, 2022, 6:00pm-7:00pm CET/1:00pm-2:00pm ET

SGO 2022 Annual Meeting on Women's Cancer:

Title: Prospective double-blind, randomized phase III ENGOT-EN5/GOG-3055/SIENDO study of oral selinexor/placebo as maintenance therapy after first-line chemotherapy for advanced or recurrent endometrial cancer

Presenter: Professor Ignace Vergote, MD, PhD, Leuven University Hospitals, Leuven, Belgium

Session Type: Oral Presentation

Session: Scientific Plenary IV: Late-Breaking Abstracts

_________________________________________________________

The fact that they are able to attract such a senior level executives from GSK and Abbvie goes long ways to bring credibility to the product and the very bright future.

These executives just don't leave their established highly compensated positions unless they see nothing but exceptional opportunity.

_________________________________________________________

Oh Ya! The key phrase is "in addition" -- so reading the PR again, I believe the company is thinking existing data could justify approval once it's better analyzed and more data is revealed in addition to top line. This PR tells me the company is hopeful that it can get the package approved without another trial but IN ADDITION it's kicking off a trial regardless. If it was a closed door and only pathway would be a new trial, they would have worded it differently. The way they worded it clearly tells me they're thinking they have a chance with the existing data, which for the p53 wild-type is phenomenal. And for the whole population the primary endpoint was met - excellent efficacy and safety. In addition to more analysis and data from existing trial, pulling some political strings absolutely helps.

"During a productive meeting with the FDA, the Company received feedback that the current SIENDO study top-line results are unlikely to support an sNDA approval. Karyopharm and the FDA participants had differing views on the study significance and overall clinical benefit for the whole population and discussed that further exploration of patients with advanced or recurrent endometrial cancer with p53 wild-type is warranted. The Company will continue to collect and analyze the SIENDO study data and work with the FDA to explore all regulatory pathways for patients with p53 wild-type. In addition, considering the FDA's feedback, the Company intends to initiate a new placebo-controlled, randomized clinical study of selinexor in patients with p53 wild-type endometrial cancer and believes top-line data will be available in the first half of 2024. Karyopharm plans to rapidly initiate this study of selinexor in patients with p53 wild-type this year, working with the FDA as well as established networks and partners, including the European Network of Gynaecological Oncological Trial groups (ENGOT) and the Gynecologic Oncology Group Foundation, Inc. (GOG-F).

"We strongly believe in selinexor's potential in patients with p53 wild-type and are excited to further evaluate it in this patient population to better understand its potential to address the unmet need in women with endometrial cancer," said Sharon Shacham, Chief Scientific Officer of Karyopharm. "Given the significant need for new therapeutic options, we have a tremendous sense of urgency to design and enroll a new trial as quickly as possible and believe we are well-positioned to do so working with our existing SIENDO clinical trial sites."

"The majority of endometrial cancers are diagnosed at an early stage and are typically curable with surgery, however, women with advanced and recurrent endometrial cancer have very limited therapeutic options following front-line treatments and prognosis is typically poor," said Professor Ignace Vergote, principal investigator and gynecologist oncologist, ENGOT and the Belgium and Luxembourg Gynaecological Oncology Group (BGOG), University of Leuven, Leuven Cancer Institute, Leuven, Belgium. "Selinexor has the potential to transform the way advanced or recurrent endometrial cancer is treated in patients with p53 wild-type and I look forward to learning more from a new study."

The Phase 3 SIENDO study has been selected for presentation at the upcoming European Society of Medical Oncology's Virtual Plenary taking place on Thursday, March 17, 2022 and at the Society for Gynecologic Oncology 2022 Annual Meeting on Women's Cancer taking place March 18-21, 2022 in Phoenix, Arizona. Details regarding these presentations, along with an investor conference call to review the SIENDO results, will be announced soon.”

_________________________________________________________

We're sitting on a goldmine.

https://myelomaresearchnews.com/2022/02/14/hard-treat-myeloma-responds-xpovio-krypolis-combo-treatment/

Xpovio-Kyprolis Combo Shows Good Response in Hard-to-treat Myeloma

_________________________________________________________

Second half of the first quarter has got to be strong. Omicron has been gone for weeks and they had momentum and the growing length on drug with Boston. There is a reason why they felt confident giving annual sales, that it isn’t generally our best quarter. I’m bullish on them for the year.

_________________________________________________________

Hey Reza,

KPTI has had quite a roller coaster ride of late. When the SIENDO results came out I bought some... when the FDA issued their guidance yesterday I bought more.

… The long and the short of it is that the company has started executing and showing sales growth, so the tide is changing. On top of that are great subtype results in SIENDO. So I bought on the dip right at earnings because it seemed absurd.

Also, overall BioTech weakness is, as you know, historic. I see a rebound for the entire sector, which should bring money back to KPTI as well. Really the company would just have to wildly underperform to not at least see sector results. Obviously the news two days ago was a bit severe by the FDA, and gave shorts another perfect opportunity to knock this down. SO I bought more... as in my interpretation it will force a buyout. I struggle to think there's much more downside here.

_________________________________________________________

Hey Reza,

Hope you've been well! I believe the need for another study will force the company's hand on being bought out since they won't have Endometrial revenue as expected, and trials are obviously very expensive.

As an (again) large shareholder, I'd like to reach out to… Do you happen to have an IR contact or internal person who tends to respond to retail shareholders/ I've submitted a form on their website a few times but haven't heard back.

_________________________________________________________

"Conditional Approval could happen. The topline does NOT tell the full story as Topline is the first 150 events. Which events will occur first in a divided response? The worse ones (Mutated p53), so the data will likely improve at the FULL trial readout.”

_________________________________________________________

"Reading between the lines of the press release, they specifically say the FDA disagrees with study significance for “whole population” and that they and the fda agree that further exploration of p53 wt is warranted. Then they say they will continue to collect the data and engage with the fda to explore ALL regulatory pathways for the wtp53. Sounds to me like there could be possibility, once all data is collected, for fda to approve p53 wt on an accelerated basis subject to confirmatory trial (which they are starting shortly). I’m still hopeful… They could have come out and said this directly but I’m guessing they do not want to overpromise and underdeliver."

“If you read the tea leaves, it sounds exactly how it would get a conditional approval after the new trial has started. Of course, mgmt can't say it out loud legally about this outcome, they certainly will try. As Dr.DD said, even if there isn't any future clinical development beyond MM, it's selling at 3x of sales.” [very undervalued currently no matter how you look at it].”

_________________________________________________________

Remember: SIENDO data was amazing. Only for p53 population, but double the expected PFS. So same thing as total success, half the population but double treatment duration. And great implications for other solid tumors in p53 population. The rest is noise…

_________________________________________________________

9 March - SIENDO data is shoe in

From an industry insider (senior pharma marketing executive):

"The p53 data in the SIENDO trial is truly amazing. My aunt died of endometrial cancer and Xpovio could have significantly extended her life. The asset's potential cannot be overstated given what the trial showed."

8 March - $12.50 Average Analyst Target

All analysts have a Buy or Hold rating.

_________________________________________________________

5 March - Valuation - Fair Value: $2B = $26/share

$2 Billion market cap is very reasonable for a company with a unique, top notch approved cancer drug. That's $26 / share for KPTI. As revenues grow that valuation will grow into $4 Billion range. That's what happened to so many companies. Buyout price can be much higher. I'm holding for a buyout come hell or high water. I sold too early on a couple of other companies and never forgave myself. This one I'm holding. Manipulate on. Bash on. I'm not selling.

5 March - NEW SELINEXOR APPROVAL. Many more to come.

APPROVAL OF NDA BY THE SINGAPORE HSA FOR XPOVIO (SELINEXOR) FOR THE TREATMENT OF RELAPSED OR REFRACTORY MULTIPLE MYELOMA AND DIFFUSE LARGE B-CELL LYMPHOMA IN THREE INDICATIONS

5 March 2022 - Buyout this year very possible.

Buyout this year is very possible. SIENDO was not even considered in analysts targets of over $30. Since, the company's prospects have significantly improved, in terms of drug development, sales, and powerful alliances/partnerships. And it'll get better. SIENDO data was very good and more will be revealed in due time, including on March 18.

So what's happening is noise and its impact on valuation is exaggerated by margin calls. That happens anytime a stock dives. Usually the dust settles in a matter of days and often the stock goes back up when the drop wasn't justified, like in KPTI case.

Sales are increasing. More global approvals in the pipeline. New data soon on other drugs. Seli is fantastic but KPTI is not a one trick pony. Lots of irons in the fire. I think pharma needs them and will buy the company out this year. They turned away suiters before, but are open. The new CEO and Board have powerful connections. So this is the time to buy the stock. In my opinion.

2 March 2022

§ Fakest drop ever. Company making a lot of money, has multiple approvals. Multi-drug pipeline. Great science. Will be one of the hottest cancer drugs ever working on multiple cancers. Another EU approval, China approval coming. Big partner in EU and Far East. Prime buyout target. I'm buying tomorrow when my funds become available.



§ "540m MC with 140m in sales this year and cash runway til 2024 doesn't make any sense - you have biotech without any approved drugs trading much higher relatively speaking - once selling stops, this will recover."



§ "What an overreaction. Low volume for now anyway. Accelerated approval for p53 wild type is in play “The Company will continue to collect and analyze the SIENDO study data and work with the FDA to explore all regulatory pathways for patients with p53 wild-type”. And data still amazing for buyout."



§ "Let's be realistic, this is certainly a setback in terms of timeline for profitability for the co, as endometrial could have generated revenue on top of MM in 2023. However, they still have growing MM revenue that is steadily increasing. That alone, this should valued at 12.50 right now. But what everyone does not realize is the MF/MDS indications are where the home run is with this - we'll get Ph1 data 2H 2022 on both - and Ph 2 in 2023 -- but if Ph1 is great, which it should be based on prior data, big pharma will be looking under the hood at the Ph2 data to consider a BO. I think this could happen anytime later this year into 1H 2023 at anywhere between 32 (with back end for MF/MDS) to 100, yes, 100, if both Ph2 hits it. The analysts do not understand significance of MF/MDS in terms of value for big pharmas keenly eyeing it. Let geopolitical stabilize and all the money on the sidelines get back in and this will get buoyed up like a rising tide as this year progresses."



§ Yesterday's news was expected and more or less baked into price so after this knee jerk reaction the price should stabilize in the 9's. That's my guess.

1 March 2022



§ Prospect for buy out is still strong. Based on guidance they've given for this year's revenues I'd say $KPTI could get taken out at a minimum $25 a share, more likely highly. Icing on the cake: EU and China approval and other milestones coming up.

§ "I think this news was expected. When the p53 patients showed maximum benefit, it is only natural that that sub-group be studied more thoroughly." Therefore people in the know expected it.

§ 'Interesting paper published, "Combining selinexor with alisertib to target the p53 pathway in neuroblastoma." The authors demonstrate that a) selinexor causes nuclear accumulation of wild type p53 and b) alisertib blocks phosphorylation of p53 at S315 by AURKA preventing p53 degradation. By increasing intra-nuclear level of p53 by two independent mechanisms, both drugs cause synergistic inhibitory effect on neuroblastoma cell growth in vitro and in mouse models. Good preclinical work which can serve as rationale for a clinical study.'



§ "Selinexor has been confirmed to have compelling efficacy in solid tumor (wildtype p53, a significant population). Adverse effect profile is extremely tolerable for solid tumor. And the company is still trading under $1B. Haha. Only a matter of time."



§ Efficacy and safety of selinexor in patients with myelofibrosis refractory or intolerant to JAK... https://www.youtube.com/watch?v=HK6ORZVbCLQ



§ "I hold this company because i believe in the science and more importantly in the new management laser focused on the significant opportunities coming up (i.e., SIENDO, MF, MDS). Only one of these needs to hit for this to be a $1B drug. Know what you own."



§ "We all know something if you read the data. P53, if as advertised is a potential game changer for solid tumors, especially if used in combo or triplet. That makes $KPTI an excellent bolt on for any BP company that plays in the Onc space.

§ https://www.targetedonc.com/view/selinexor-significantly-prolongs-pfs-in-advanced-recurrent-endometrial-cancer-warranting-sbla-submission

§ Selinexor Significantly Prolongs PFS in Advanced/Recurrent Endometrial Cancer, Warranting sBLA Submission.

§ Statistically significant improvement in progression-free survival has been shown with selinexor in patients with advanced or recurrent endometrial cancer, including those with wild-type p53.

§ Frontline maintenance treatment with selinexor (Xpovio) achieved a statistically significant improvement in progression-free survival (PFS), compared with watchful waiting, in patients with advanced or recurrent endometrial cancer, meeting the primary end point of the phase 3 Selinexor In ENDOmetrial Cancer (SIENDO) study.1

§ Results announced in a press release by Karyopharm Therapeutics, Inc also indicated that the PFS benefit was durable and treatment with selinexor was well-tolerated with no new safety signals shown.

§ "Women with advanced or recurrent endometrial cancer face a poor prognosis," said Vicky Makker, MD, principal investigator and medical oncologist, Memorial Sloan Kettering Cancer Center, in the press release "Following standard-of-care, platinum-based chemotherapy, the current paradigm of watchful waiting for recurrence is simply inadequate. Therefore, there is a dire need for new and innovative treatment options for this heterogeneous malignancy that is rising in incidence and disease-related mortality."

§ Overall, the rate of treatment discontinuation due to adverse events (AEs) was low.

§ "We are thrilled to see a statistically significant improvement in median progression-free survival from the Phase 3 SIENDO study because of what it represents for patients," said Sharon Shacham, PhD, MBA, chief scientific officer of Karyopharm, in the press release. "If approved, XPOVIO would be the first and only maintenance therapy in advanced or recurrent endometrial cancer, following response to chemotherapy."

§ From Dr. Joseph Dinchuk

Hi Reza,

Sumitomo Dainippon Pharma is not really a competitor in that they are studying only one drug with potential use in a variety of cancers (their main focus is neurology). The drug in question (TP 3654) indirectly inhibits the multidrug resistance pathway by preventing export of cancer drugs from the cells in question. This mechanism of action is reminiscent of the similar mechanism but completely different pathway exploited by selinexor in trying to prevent the removal of p53 from the nucleus of cancer cells. So it seems likely that this company (without a very big market cap) is not in acquisition mode but is in need of expertise in a cancer area involving transport mechanisms (in this case for cancer drugs and not proteins like p53). My guess is that they need the expertise present within KPTI to help them achieve their goals for their current drug transport inhibitor which is only in phase 1 trials at the moment...

§ "I have second hand rumors as well re: buyers already came in but offers way too low - this was during 2021 - company wanted 60 but offers way too low. Don't know more details. So the real question is when will a buyer be willing to offer that now? The longer they wait, if MDS/MF impress, that number is going to go up. So that's why a BO could come before it "should", meaning it should come 1H 2023 with the MF/MDS datas, but someone could pull the trigger early. You never know. This Jatin situation is weird. So I also heard that some wanted him fired and that he was in way over his head. Maybe he got pushed out and this has been going for a while, where he felt it was time to move on, but knew BO would happen, so negotiated to stay on as consultant with his options to cash out on BO. That seems to make sense. So back to the million dollar question of WHEN BO. Is the SIENDO WT p53 significant enough to get this done?? (or we wait til at least Ph 1 MDS/MF by EOY?"



§ Dr. Kaufmann told me himself on a zoom call that the path for selinexor is to be owned by a big pharma (who could take it to the next level and make it one of the top cancer drugs of all time). He said our child has grown up and will be sent to an Ivy League university (a top notch pharma), and that they had offers before but $KPTI told them "not yet". So I'm not surprised if they're back! What I'd love to see is a competitive bidding and that can happen if Mr. Paulson plays his cards right. It takes top notch sales skills.

§ Xpovio Has ‘Potential to Transform’ Treatment of Advanced Endometrial Cancer https://www.curetoday.com/view/xpovio-has-potential-to-transform-treatment-of-advanced-endometrial-cancer



§ Excellent results in an important subgroup (PFS tripled for these patients, that make up ~40% of the sample population!) and beaten expectations in earnings.

23.2.2022

"I remember what Pfizer CEO said about buyouts. He wants to identify gems before they are fully developed, to maximise their investment return. Siendo is essentially that. Now is the time to buy for its potential in other solid tumors. Not later. Just a thought about the possibility of an imminent buyout."

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Also see: Doctors With Questionable Affiliations: Vinay Prasad, Aaron Goodman, Al-Ola A Abdallah, Maha Hussain, Howard Scher



BO is a matter of when not if, IMHO. The ex-CEO Dr. Kauffman basically told me that they will sell the company, their "kid" (selinexor) will be sent to an Ivy League university (big pharma). He’s holding some 90% of their wealth in the stock. He said buyers came in before but were told "not yet". I believe a buyout will happen this year. This week or next month or? I'm holding for the big prize.

~~~

Don’t underestimate the Japanese. They took over another biotech I had. Shkreli was bashing it at $2.50. It got taken over at $17.

23.2.2022 - 1000% increase in KPTI page visit

Google wrote me: "One of your pages is trending in Search. Your page clicks increased by more than 1000%"

https://www.rezamusic.com/various/kpti

22.2.2022

§ A biotech investing guru who just wrote to me: "This whole thing is weird. I wouldn’t be surprised to see a Buy Out announced soon.

§ The short sellers and bashers who are making a doom and gloom story out of this management shift are full of sugar. Dr. Shah whom several investors I know viewed as a nice man but not as fit as what KPTI needed in that role, may have been moved out of his CMO role. Two solid new persons came on board at the same time.

§ KPTI restructures top medical team. Richard Paulson has been bringing in his contacts to the company, and he's highly connected, including with CEO of Merck. One of his top picks, was the superstar of multiple myeloma oncology sale and marketing, Sohanya Cheng who's performed outstandingly well. Now he brought in a superstar in women's oncology, Patricia Judson, M.D. Formerly of GSK and AstraZeneca, as Senior Vice President of Medical Strategy. Before Karyopharm, she was the Vice President & Global Head of Women's Oncology, Medical Affairs at GSK.

§ https://www.linkedin.com/in/patriciajudson

§ https://www.karyopharm.com/person/patricia-l-judson-md/

§ https://twitter.com/gsk/status/1390396137778171905

§ Stuart Poulton is the new Senior Vice President, Strategy and Portfolio Management. He left his senior role at AbbVie (Vice President, Clinical Development Operations) to join Karyopharm.

§ https://www.karyopharm.com/person/stuart-poulton/

§ https://www.linkedin.com/in/stuart-poulton-7a98575

§ Today's news is good news but it's painted as bad news by shorts who are getting help from speculators' disappointment that their gamble didn't pay off. KPTI is a solid company. Strong Buy and hold here, in my opinion.

§ "The balk of MM clinical work is done, only sales left for MM. Now they need someone who can do solid tumor and MF/MDS. The new guns from BP will have a better time dealing with FDA, bigger capacity in terms of scientific and procedural abilities."

§ They brought in an expert in female oncology: "Dr. Judson brings more than 25 years of oncology experience to her new role. Prior to joining Karyopharm, she served as Vice President and Global Head of Women's Oncology, Medical Affairs at GSK. Previously, Dr. Judson served as the U.S. Medical Head for the DNA Damage Response Franchise in Women's Oncology at AstraZeneca. She began her career as an academic gynecologic oncologist and is a peer-recognized scientist with experience in translational cancer research, as well as clinical trial design and management."

10 Jan 2022

"Best way to beat banks is to hold onto winners." Dr. Joseph Dinchuk

~~~

Karyopharm Promotes Sohanya Cheng to Chief Commercial Officer

§ Congrats on your promotion, and good results. Bravo!

~~~

"Sales pretty good uptick, re-affirming that last quarter was not a fluke, and that earlier line MM shift should continue to steadily increase sales in this adoption phase moving forward."

~~~

"Look, the company had signed $275.000.000 agreement recently with Menarini Group and got first payment $75.000.000 just before 2022 as it announced. So the stock price gave some reaction to $7,5s and back to $7s Actually $275mln agreement reaction would be aprox. 50-60% according to the market capital. So, usd.10 and over will not be surprise for me at all and I will keep my all shares in hand. This is my idea and is not a trade suggestion for you. Have a good chance to all of share holders."

10 Jan 2022

To view this release online and get more information about Investor Center | Karyopharm Therapeutics visit: https://investors.karyopharm.com/2022-01-10-Karyopharm-Announces-Preliminary-Unaudited-Fourth-Quarter-and-Full-Year-2021-Net-Product-Revenues-and-Outlines-2022-Objectives

8 Jan 2021

Xpovio after Daratumumab

Perfect market positioning for Xpovio. Daratumumab is the hottest drug in MM. To be able to position after Daratumumab is a wonderful opportunity. This also open the door for front line Xpovio/Dara combo too! Ether way is a gold mine for Xpovio.

https://www.youtube.com/watch?v=O-HUN9tACfw

6 Jan 2021

By the way, there was no analyst note after the EU+ deal. Maybe the analysts are waiting for the guidance to update their research, and meanwhile if they're upgrading have their favorite clients load up. Who knows. If revenue is strong again and guidance is strong, they may pad the EU deal to it and raise price target significantly.

5 JAN 2021

Happy New Year everyone. Sorry been too busy to write. Lots happened/happening in Karyo-land (Karyopharm): KPTI.

§ "The current market price is not a reflection on the potential success of KPTI. Stock market prices never influenced Warren Buffet. He did his research and was confident about the direction of the company." ~Marc Bresenoff

§ Karyopharm inked a nice partnership with Menarini. On 7 September 2021 I sent an email to this email list, with a prediction by one of our friends, that the EU partner would be Menarini! Excellent due-diligence by our American-Persian friend. Given the terms of the agreement, the stock seems even more undervalued that before the deal. It seems the value of the deal is not priced in yet.

§ "Dr. Due Diligence", a medical doctor, wrote a nice piece on his blog. Here's the link: https://www.reddit.com/r/KPTI/comments/rwravw/kpti_2_catalysts_in_1q2022/

§ U.S. DoJ launches expansive probe into short selling - Bloomberg News - https://www.reuters.com/markets/europe/us-doj-launches-expansive-probe-into-short-selling-bloomberg-news-2021-12-10/

§ The potential of XPOVIO1 is grossly under estimated. It is only the tip of the iceberg right now. There are 10 clinical trials based on XPOVIO1 in China alone. 2nd and 3rd generation XPOVIO are already in the development. These are the words from the Antengene CEO. I had to believe him on all of these because he put his own money to start Antengene based on his understanding of XPOVIO at the time when it was not de-risked.

Best Regards

Reza Ganjavi

Do your own research. This is not an investment advice.

Donations appreciated: www.paypal.me/rezaganjavi

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