RE:RE:Preclinical ADC worth $$We can argue the fact that ADC technology is more recognized we can also counter that with their clinical disadvantages.I don't believe that's the reason for valuation discrepancies. I can name multiple companies which already are in collaboration with reputable partners every single of them have managed to market their R&D programs much better than THTX. I can elaborate how it should be done imo but to keep repeating mysel is pointless.
juniper88 wrote: My guess is because THTX has a PDC rather then an ADC.
scarlet1967 wrote: Peptron Inc. gets an up-front payment of $3 million and $539 million in milestone payments, as well as royalties for their ADC preclinical candidate form Qilu Pharmaceutical Ltd in return for the global rights for the treatment of various cancers. When there is such price tag on a preclinical ADC program one has to wonder why THTX’s Phase 1 PDC program doesn’t get the value it deserves from the market. Note Peptron Inc has a compelling partnership section in their website.
https://www.bioworld.com/articles/506203-peptron-signs-global-rights-for-adc-candidate-over-to-qilu?v=preview
https://www.peptron.com/ds3_2_2.html