RE:RE:RE:RE:RE:RE:RE:RE:RE:To better understand the complexity of ADCsI get everything you say in paragraph 3 ..We have known that for quite a while ,,,We are all hoping it works on human given that the dose can be multiplkied by x factor with low toxivcity ,,,,But what is the purpose of talking about the molecuklar structure or whatever,,,,Thus is not a scientific forum where PHD s argue and argue over such things
This is how I feel and am guessing the silent majority feels the same,
I love Scarlett business approach with a mixture of researvch that even I can understand
Wino115 wrote: You can skip them. It all came about from the Barclays Capital model on Trodelvy. Since it's selling into a similar market as TH1902 would if successful in trials, we can think of that as an attainable revenue stream for THTX. Knowing what they got in their Phase 2 and 3 trial, we can understand what would be needed for Accelerated Approval.
Given there the drug was effective, but still have modest adverse events, it stands to reason if you can have those same results but none of the adverse events (which is what SORT1+ pitches), you'd have a pretty competitive product out there. So as few guys started comparing the ADC models to the PDCs to see where the advantages and disadvantages lie. I think we understand them more.
From this discussion it seems to me that if TH1902 works, you should see much less side effects, a higher dosage getting in to the actual tumor and a much longer treatment window. If that's the case, you may not see higher response rates, but you should see better SAE numbers and if you correlate more toxin for longer = more tumor killing capacity, much more shrinkage of mass and hopefully longer survival. Just some handicapping going on with the info.
palinc2000 wrote: Excuse my ignorance but it seems to me that since TH has already committed to and received a may proceed letter from Fda that the rehashing of ADC vs PDC and most of the other scientific stuff adds nothing to the investment thesis ,Unfortunately or fortunately the decision to go ahead with the peptide has been vetted by the scientific team ,consuktants and the CMO at TH.I dont see how all this research and eloquent scientific terms proves anything other than some here have a scientific background
Let Phase 1 run its course and then discuss the results but the rest is hogwash imo