RE:RE:TH 1902 is definitely pretty exciting One more detail that I thought was interesting. When he was asked the question about PDC versus ADC he didn't really answer it but what he did talk about was interesting. About Sortilin being a scavenger receptor. That is the actual job of sortilin on cell surfaces is to pick up molecules and take them inside the cell. The contrast with other targeted drug approaches is their target don't necessarily do this as part of their normal function, the example he gave was ADCs that deliver the chemo to the tumour micro environment rather than into the cell.
We've been focused on 2nd and 3rd possible MOAs but what this tells us that the first MOA, targeted chemo bomb delivery has the potential to be enhanced by the biological feature of the Sortilin molecule. You could others have smart bomb techand THTX potentially have smart bomb+ tech.
There is some exaggeration here because some ADCs as believed to deliver the chemo into the cell but it may be THTX have a particularly efficient way of doing that. Either way a new way to think about the drug.
qwerty22 wrote:
Lot of exciting stuff Christian said. I think what I liked most that was new was the way the Ph2 may come out of the Ph1. Sutro is a good example of this. The fact they now have this rolling process means they can initiate things early with the FDA. So I think what he said is with the right data out of the dose escalation (part 1), that means safety AND.efficacy, they may be able to initiate the Ph2 conversation at that point not wait to the end of part 2. Obviously this is best case scenario and reliant on great data but it shows the power of the rolling fast-track process.
The other interesting thing is it seems to me that in this earliest phase of the program they are thinking in terms of "all solid tumours expressing sortilin" rather than separate indications. That's not something that can continue throughout the program but it seems like a valid way to look at this earliest data. What that means is you don't necessarily have to slice the data up into the individual indications (although I'm sure that will happen alongside as well). It does mean you can get an indication of the overall effectiveness of the drug at the earliest possible stage. I don't think it can persist thru to Ph2/3 but it's an interesting way to look at the early data.
All the indications are that data will flow as it becomes meaningful and the process is primed to be as rapid as possible. I would add to that all the cancer centres and investigators are Phase 1 specialist so again expect no tardiness from them either.
Super positive again.
SPCEO1 wrote: I imagine the number of potential outcomes from the early portion of the phase I trial are numerous. Obviously, it cold be a total flop as some unexpected safety issue arises. Or, there may not be any concerning safety issues but no clear evidence of tumor shrinkage. But if we do get results that show it is safe and showing signs of efficacy, that should be a very big deal. All signs point towards this at the moment but the human body is pretty complex, so we just have a big call option on cancer at this time.
Maybe I should have described it as a warrant instead of a call option to be more appplicable to TH's current circumstnace!
If it does turn out that TH 1902 and the whole Sort 1+ platform is a really big deal, that would be quite the turn of events for TH. It has a decent chance, let's hope they can capitlize on it. And Paul gave every indication that we will know about positive developments quickly.