Theratechnologies Inc T.TH

RE:RE:RE:Cost of Lutathera in Canada

[jeffm34]

There is a report available that may given an indication of potential market size for TH1902.  It cost $4000 though. 

https://www.360marketupdates.com/global-docetaxel-market-13717105

scarlet1967 wrote: I absolutely agree with you, point is there not many comps. We can look at some ADC drugs but again although a targeted drug delivery they are more expensive to manufacture and have some clinical disadvantages which should translate to less commerciality compared to an approved PDC. They really need to start educating the market re their financials of their PDC if and when approved. Again bicycle put a nice chart for the size of each cancer their drug is targeting. I am pretty sure they have presented their science and the financial opportunities of it to those institutions who participated in the offering now why not educate the retail investors so they also start investing in their oncology program. They didn't have efficacy or safety dats back in January yet they managed to get the attention of institutional investors ( low price probably did also help) so they don't need to wait for hard data to get the attention of retail. The difference between the retail and institutional investors is most retail investors don't understand the science that well but all of them understand revenues.

Wino115 wrote:

This is a key point for their potential profitability. While PL and Marsolais always state the characteristics around TH1902 may be a new paradigm for the way you treat cancer, PL and Dubuc need to start highlighting that this also, by definition, means it could lead to a new financial model paradigm as a result. The characteristic of possibly longer patient treatment periods and more frequent dosing supports a far more robust commercial model versus standard cancer company treatments.  This point needs to be incorporated into their presentation if this supposition is true, which it seems preclinical would support.  

 

 

jfm1330 wrote: I found a pricing reference for Lutathera in Canada. It also includes the pricing for Sandostatin LAR, a peptide drug, and also the cost of chemotherapy drugs for neuroendocrine cancers. The cost of Lutathera is 140,000$ CAN for four cycles, so 35,000$ per dose. Initiation of treatment is four cycles every two months, maybe more if they see good tumor regression. If it's only stable disease, they will treat again when they will see cancer progression again.

The cost of Sandostatin LAR (Octreotide LAR 60 mg) is 4000$ CAN per dose, with a dose every four weeks, so 52,000$ per year only for a long acting release formulation of the peptide. So it gives a good idea of the pricing TH1902 and other PDCs derived from TH19P01 could achieve. I did not find the pricing in the US, but it is surely higher by a good margin.

So imagine the pricing for a PDC like TH1902 with treatment cycles of three weeks, instead of two months. You could end up maybe with 10 to 20 cycles of treatment given the expected wider therapeutic window. Obviously, it needs to be efficaciuous.

https://www.cadth.ca/sites/default/files/pcodr/Reviews2019/10142LutetiumLu177dotatateGEP-NET_inEGR_NOREDACT-ABBREV_Post_31May2019_final.pdf