RE:Competitor results ! Overall the results are not bad at all. The way I visualize the current treatments for NMIBC is that BCG and immunotherapy and antibody/drug agents such as this one take a whack-a-mole approach. Cancer cells proliferating followed by frequent drug instillations attacking and reducing the malignant cell mass. If you are doing well, your malignant mass is reduced overall. I can see that this approach has intrinsic limits, especially if BCG has failed.
What appeals to me about the TLT approach is that the TLD-1433 is taken up via transferrin receptors. A number of studies have shown that rapidly proliferating cells need increased iron, hence the need to have lots of transferrin receports. There is interesting research in breast cancer showing transferrin receport as a marker of rapid spread and poor prognosis. TLT approach, therefore is specifically going after the fastest growing cell lines within the malignant cell mass and inducing apoptosis followed by some potential immune response afterwards ( 2 treatment types for 1 drug). The cells that are more likely to survive post TLD-1433 are likely to be slower proliferating ones. I suspect that will mean that you will have a decent CR and for those that are not CR, a reasonable stable disease as you have selected for the slow grumbling cancer cells after the treatments.
So I like the TLT approach for being a different way compared to alternatives. Makes sense for NMIBC. I have no idea how well the agents are activated by xray. If reasonably well activated that would be a game changer as it would also select the rapidly proliferative cancer cells and, if leaving any cells afterwards, leave the less rapidly growing and proliferating ones. Not curing cancer in many patients but selecting for the slowest cancer cells and creating a longterm stable disease state for some.
I'm newer to this so I respect the opinions of the veterans but that is my take on this company and the competitors.