RE:RE:RE:RE:in vivo clinical resultsObviously, the possibility of a peptide even better than TH19P01 exists, but even with this peptide, if they can get the proof of concept on humans it would be awesome because it is already a peptide able to carry a very heavy load, two linkers molecules and two docetaxel molecules on a 17 amino acides peptide. This is a very heavy load while being able to keep the structural affinity for the sortilin receptor. The molecular weight of TH19P01 is around 1900 kD, and the molecular weight of two docetaxel + two linkers is around 1750 kD. So this peptide in the TH1902 configuration is almost carrying the equivalent of its own weight while maintaining its affinity to the sortilin receptor. This is a tour de force. All that to say that if it can carry that much, it is likely to be able to carry many other combinations, including versions with only one linker and one cytotoxic agent, cancer drug or radioisotope. For example, the molecular weight of the linker DOTA and Lu177 in Lutathera is "only" 580 kD. So in TH1902, the peptide (TH19P01) is carrying three time the load of (Tyr3) Octreotide in Lutathera. So a lot of possibilities seems to be there with TH19P01. If they can discover an even better peptide, fine, but the one they have seems to be excellent if the proof of concept in human is clearly established.
Wino115 wrote: Your point is exactly what makes this platform so interesting,and from a commercial viewpoint, valuable. Recall I did that exercise of trying to value just the OPTION we all own on this molecule should it succeed. This was just one peptide in 4 cancers at stage 4. I used the Barclays revenue estimates for similar stage 3 or 4 drugs in same tumor types. Even at this point there is very high option value, $1.50 or more, to the molecule. That's just for one molecule and no value for selling your targeting approach to other companies to use.
Your point is key to understanding what could be the potential here. We have only heard of 2 peptides they've developed that target Sortilin. Maybe they're working on others so they can get much higher response rates or attack certain different type of tumors or maybe carry different types of payloads. All very exciting stuff if we see POC in humans.