Clinical TrialsThere are two key points that are acting against OKUR that needs to be resolved — restricted patient population (H1047R mutant, ~12-20% of met. breast or other cancer types), and if higher dose cohorts of 600 mg and 900 mg BID will show cumulative toxicity.
Investor SentimentShort interest is relatively high at 26% of the float, indicating a significant level of skepticism among investors about the company's prospects.
Market CompetitionIt's a relatively crowded field, with multiple different strategies hoping to deliver strong efficacy along with a safety profile that works well in big 1L combos.