RE:Beyond the BCG-unresponsive market
ScienceFirst wrote: Assuming we become the go-to treatment for the BCG-Unresponsive because of our higher efficacy %, only 2 doses and low recurrence rate, it will attract a big pharma that will take the necessary steps to bring our treatment to early-stages of this NMIBC indication, in order to grab the whole NMIBC market. They will also have the rights on the MIBC market too.
This will mark the end of BCG as a urologist won't have anymore justification to use BCG (many treatment, high recurrence rate, low efficacy).
Agree SF....Big Pharma would definitely have the incentive to do the necessary study of our ACT in the BCG-naive NMIBC patient population. This bladder cancer population alone would increase our market by nearly 2.5X or ~120,000 additional patients (includes US, Europe & Canada as per TLT's Feb. 2022 corporate update)....a worthwhile Pharma goal revenue-wise.