RE:RE:RE:New corporate presentationSlide 23 below suggests that there are still a lot to learn on the Sort 1 Technology...Promising maybe but saying that its on the cusp of becoming something big is an overstatement atm...
SORT1+ TechnologyTM: Future Opportunities Explore conjugation with a variety of anti-cancer agents (cytotoxics, TKIs etc) and potential synergistic new partnerships (proprietary molecules). Explore rational combinations of SORT1+ TechnologyTM with other treatments, especially immunotherapies. Gain better understanding of the exact MOA, impact on surrounding tissue/tumor microenvironment (TME) and fate of conjugate once it enters the cell and is degraded. Explore different dosing schedules (weekly, intermittent vs continual) in order to increase the therapeutic window in terms of efficacy and safety. Explore the need for a companion diagnostic for SORT1 to determine correlation of sortilin expression with response, improve patient selection, track treatment efficacy and identify early metastases.
SPCEO1 wrote: Those slides were in the presentation issued on 8/10/22. That was the first time they showed up in a corporate presentation.
The reason for releasing the new presentation now is TH is likely meeting with investment firms prior to the Cantor conference. They will not be presenting this presentation at the Cantor conference itself as that is more of a thematic discussion on a topic that pertains to TH but not a general review of TH for investors.
I think there is a chance we are underplaying the CSC thing here. It may be bigger news than we realize. My take is it is big news but the implications of it are for a future day. Maybe cancerr analysts at a conference like Cantor's will think what TH has is important in the here in now.
BTW - one has to marvel at the fact that little, Montreal-based , well off the radar screen of investors TH could be on the cusp of becomeing an important player in cancer. Now, it may never happen, but to even have taken Dr. Belevieu's initial work that no one else apparently wanted, buy it foe almost nothing and then even be on the cusp of something possibly big is a remarkable achievement itself. If it actually turns out to be something big in reality, that would really be amazing. Let's hope it works out that way. We should know more about its prospects soon and Wino might be able to check off a few more boxes.
qwerty22 wrote: Does anybody have the previous version? I feel like the toxicity/efficacy pages 21/22 have more detail but I might be wrong.
Lee430 wrote: New Speptember corporate presentation is up.
https://www.theratech.com/investors/news-events/presentations