Wino115 wrote: I agree with you, but would just say that from what we have read in the scientific literature and from what Beleiveu and Marsolais have said, they are at the earliest stage of investigating the usefullness of sort1 as a targeting approach. They literally are the vanguard here. We know there is the Sortina Bio group doing it, but approaching it from the view of sort1 being related to stem cell proliferation too; thus, target sort1 to silence cancer stem cell proliferation (what THTX has identified as a possible secondary effect a la VM and metastices and stem cell death in their latest AACR abstract). I do believe them when they say they are first as none of us have found anything else. It's also why we and the market aren't ascribing much value to it yet. Many of the internal doubts we all have revolve around that idea --why aren't others investigating this? But you could have asked that same question in 2017 around Trop2, or Nectin-4 (PadCev), or HER2, CD19, etc.. As we know, there are only around 12 ADCs on the market at this point, so the entire field is still in it's infancy if you consider there are likely thousands of potential targets out there.
There's always a first identifier of a target, and then the copy-cats (or partners) come in. Until they prove up the target usefullness, we shouldn't expect it. But like you say, looking at the history around the ADC targets that have exploded in popularity, it should happen if it's effective. Unfortunately we don't know yet whether sort1 is definitievely a useful target or not in humans.
palinc2000 wrote: Large pharmas and large bios are like hound dogs ....If they spot or scent a breakthru in oncology they come fast and furious and will want to get a piece of the action ,,,,,,We can debate all we want on proof of concept but the real validation imo will be if and when a third party shows up .....There is no way that THTX would close the door to some kind of collaboration even in the early part of Phase 1 b .....Big pharmas have very deep pockets and are not risk adverse but they need to see some glimse of hope .....