RE:RE:RE:RE:RE:Cost of Lutathera in Canada It's not too generalized. It seems to me exactly how analysts look at this once you have a clearer picture of the drugs profile. It's even more than just the pre-existing drugs. They are competing for attention with upcoming techs like bi-specific antibodies, off-the-shelf CAR T etc. Some of these have a lot of heat in them and we'll see how some results in those tech begin to play out.
I think the ADC/PDC comparison works at the MOA level because of the drug/target relationship. You need to understand the target as much as the drug to understand the potential. That forces you to look at similar sources of data in these drug classes. When it comes to actual efficacy/safety data in patients then the comparison is with everything already on the market and other promising drugs in development. You probably first need to decide what aspect of the drug you are trying understand before you go looking for which are the good comparables, it probably shifts about depending on the specific question.
Wino115 wrote: I would also like to eventually hear from some practicing KOLs as to the possible usage of a drug like TH1902
assuming success in the trial. We may be surprised at how "users" of these drugs
position the pros and cons of each and how they'd used them.
isn't it more a question of how the characteristics of TH1902 work within the disease progression and
patient history and treatment opportunity as opposed to the design issues? In other words, yes it's a PDC and may or may not compete with ADCs and PDCs, but we know it will compete with whatever is now used in
3L and 4L treatment for those cancers regardless of drug design. That's probably too generalized
a statement and there is a lot more nuance to cancer treatment, but the safety profile and
efficacy will find the market for a drug. Anything with massively lower side effects, as long as there's effectiveness,
I think vaults up the list of what oncologists will reach for and it will certainly take market share from other drugs in
the 3L and 4L refractory metastatic tumor markets.