Wino115 wrote:
This is the most important statement in the release:
"...to further cultivate the potential of TH1902 – its main peptide-drug conjugate. As a result of the combined academic and industry expertise, this initiative ultimately could strengthen the therapeutic arsenal available to patients affected by various types of cancers at different stages that too often remain incurable, as is the case in triple-negative breast cancer."
- Various Cancers
- DIFFERENT STAGES
When they did their first study on purely reducing metastices (remember the mouse lung photos) I added in a "dream" line to my financial model that was using TH1902 for the pre- and post-treatment of just metastices in any cancer metasticism and at any stage it happens. I just threw in a wild guess revenue number of it being used at the second line and more for anything where it spreads. I blindly guessed that maybe you'd sell $1.5 billion a year. Of course, the reality would be that if you could prove using TH1902 as a pre and post treatment with your existing drum or drug worked, the market would probably be multiples of that.
All of this is playing off the scientific fact they observed that if you get a toxin into the tumor via sort1, it also disrupts the creation of the vascular structure that feeds the tumor, hence thrashing it's ability to spread, and it also disrupts the important structures needed to create cancer stem cells, also getting to one of the theorized roots for spreading cancers. This study is to really focus in on those aspects of the drug which if successful and being able to prove up your theorized mechanism (see Annabi quote, but it's the mechanism he wants to prove up), basically creates an entirely NEW use for the drug in 1)Various Cancers at 2) Different stages. A realistic guess would be if you create a highly flexible anti-metastices treatment for all cancers with tumors over expressing Sortilin and spreading, it would be the biggest market for the drug. The fact this study happens to be in TNBC is irrelevant for what they will ultimately learn except that we know it overexpresses Sort1 and we know it is highly metastatic in mid and late stage.
This is a quite meaningful announcement of focusing in on that whole new angle of vascular mimicry and cancer stem cells. Say what you may, but they are pursuing the science where it takes them and this is novel, potentially huge, and they got help financing the next phase of the basic research to understand the mechanisms at work so if they see it work, they can explain it well to the industry and use it much more widely. And like the whole platform, you can eventually try it with a totally different and more powerful toxin, like SN38 or something from the siRNA camp.
realitycheck4u wrote:
encouraging and well written PR
longterm56 wrote:
"The enormous potential of TH1902 to treat several types of cancer motivates us to accelerate its development in metastatic and hard-to-treat cancers." said Paul Lvesque, President and Chief Executive Officer of Theratechnologies.
He is still excited about it ... and he knows a lot more than we do!
-LT