SPCEO1 wrote:
Paul touched on many of the things you have spoken about in the slide belwo and they clearly are not lacking in imaginination about the possibilities. But is this something a small company like TH can handle on their own? Beliveau and Marsolais seem impressive to us but given the size of this thing, should they be quick to partner at least some aspects of this opportunity versus holding things back due to a lack of resources?
SORT1+ TechnologyTM: Future Opportunities
Explore conjugation with a variety of anti-cancer agents (cytotoxics, TKIs etc) and
potential synergistic new partnerships (proprietary molecules).
Explore rational combinations of SORT1+ TechnologyTM with other treatments,
especially immunotherapies.
Gain better understanding of the exact MOA, impact on surrounding tissue/TME
and fate of conjugate once it enters the cell and is degraded.
Explore different dosing schedules (weekly, intermittent vs continual) in order to
increase the therapeutic window in terms of efficacy and safety.
Explore the need for a companion diagnostic for SORT1 to determine correlation of
sortilin expression with response, improve patient selection, track treatment efficacy
and identify early metastases.
jfm1330 wrote: Beliveau subtly looked and sounded like the cat that ate the canary... He is the guy at the basis of all that. The key here is the nature of the sortilin receptor as a scavenger receptor that expresses itself more and more as a cancer evolves into a more agressive stage. Other than that, We now know why they take all comers, it confirms what I thought, but we now know that they take biopsies along the way, so it will not cause problems to determine the maximun tolerable dose in patients with tumors overexpressing sortilin. The data on metastatic inhibition is impressive, even though it is just on mice.
I was the first to be very positive on oncology here after the bought Katana and to say it had the potential to become the main asset of the company and to get to the market much faster than tesamorelin in NASH. After what I saw and heard today, I am even more positive. Again, this is not one drug, it is the possibility of multiple new molecular entities, and also, they are just scratching the surface if it really works. The possibilities for combination therapy with other cancer drugs is huge, also, you can think of combination therapy with two cytotoxic agents linked to TH19P01. Imagine TH1902 (TH19P01-docetaxel) given at the same time as TH19P01-Lu177. You could selectively attack the cancer in two ways, even three ways. If it works, they will need good imagination to figure all the ways this peptide could be used. And again, companies with proprietary cancer drugs will come knocking on their door. Imagine, they will be able to out licence the peptide for use with a specific proprietary cancer drugs, just collecting royalties!
SPCEO1 wrote: Like Wino, I asked a commercially oriented question that was ignored. I suspect LSA wanted to keep this one focused on science.
qwerty22 wrote: That was one thing missing any talk about commercial, comparable companies, ADC market etc
Wino115 wrote: I think we snuffed out your's and JFMs questions -- the 2nd MOA one and the imaging one.
Mine didn't get asked as it was to crass I guess -- what do you think is the commercial opportunity for this platform? and , do you think clinics will use it at the 2L and 3L level if sortilin is expressed enough?
qwerty22 wrote: I got two Qs asked
Wino115 wrote:
Or JFM Scarlet and QWERTY stuffed the Q&A box.
SPCEO1 wrote: Very scientific questions indicate to me that US based institutions are indeed on this call - a very good sign for LSA's capabilities.