RE:RE:RE:RE:RE:RE:RE:PFE buys TRIL When I researched this there were two examples of multi-indication approvals. Both are based on specific genetic features. One a drug (forgot name) which targets a specific mutation in multiple solid tumours. The other is Keytruda for MSI-H genotypes in solid tumours, again a type of particular mutation pattern. I guess it's possible to move forward with all-SORT but it seems much more likely to breakdown into individual indications. Ed Nash, our wait-and-see guy (like me), seemed to suggest he was waiting to see how thing broke around this issue. Along with PoC this is one of the big clarifications for understanding the long term prospects. One good looking indication would be great, two would be my dream outcome, more than two would be spectacular. One good indication plus them talking about getting the SN38 version IND ready for different indications would be another great scenario. Any good initial data opens up a variety of opportunities, it will be exciting to see how the company handles that. But this is getting ahead of the 1st data.
Wino115 wrote: This valuation multiple shows the importance of gaining indications for ALL solid tumors over expressing sortilin. It's a muti-market revenue model -- far better than what, say, Trodelvy has now. Today's takeover is in the leukemia area. It the FDA allows them to run with the "All Sortilin Expressing Solid Tumors", that would be massive. I have no clue if they grant broad INDs like that or if you have to run a full trial for each. I'm sure that's been answered here before, I just don't remember.
Scioto1 wrote:
Good perspective. Thanks Wino!