TLN a strategic fit for a Pharma niche strategy
Tells you how pharma are orientating their growth strategy; aiming for lucrative niches.
https://www.forbes.com/global/2008/0915/198.html
4601 niche or blockbuster brain cancer?
Mecanism of action
1) 4601 binds 200X times more on PBR overexpression - a cell membrane marker only expressed by cancer cells
2) From there it enters, the membrane and shuts down the Ras-Pathway (downstream shut down.... ) So the entire pathway is block, no alternated pathway possible.
Brain cancer common denominator - PBRoverexpresion and Ras gene defect the most common type.
Blocking Ras pathway is in theory the answer to GBM.
So, TLN could be a block buster Brain cancer drug.
But brain cancer affect 30.000 people world wide it is a niche market...
Charging 40K per patient per year = 1,2 Billions market, assuming 35% sales and adminstrative charge, about 780 Millions per year of pure profit, tax free (orphan drug status) for 7 years.
Nice little nice market
TLN is a natural fit for any oncology oriented Pharma.
Also, 4601 could supplement revenu stream.
Cost to bring drug to market is rather small.
TLN has the experience to fast track and to gain orphan drug status (they did it with Shigamabs!).