RE:RE:RE:RE:RE:From new Sortina Pharma siteInteresting to see how it plays out. Could just be firms jettisoning projects that are marginal to the picture. There's counterveiling factors --they're only going after the top pharma script drugs (which makes sense), but some of these specialty areas are high priced and needed. If TH1902 does get to the P3 level, it appears they'll be able to get there without a huge amount of sunk R&D cost. Getting too far ahead though....
qwerty22 wrote: Reports like this.
https://endpts.com/eli-lilly-rolls-snake-eyes-as-it-axes-two-early-stage-drugs-including-a-40m-cancer-therapy-from-fosun/
I've seen smaller biotech use the same excuse.
Wino115 wrote: On the new ability for US Gov to negotiate prices, I haven't dug in to that yet, but my possibly incorrect understanding is that it begins on a set list of very highly prescribed and expensive drugs. I'm not sure if eventually everything gets swept up in to it or not. Then again, all may change next year. We are hardly the beacon for good governance these days.
qwerty22 wrote: Yep DrugX(orY orZ)+Th1902 would be a great market but the development process would be much longer, bigger and more expensive. Something to look at when you have revenue flowing in from the first approval (a man can dream).
Wino115 wrote: This got cut off: "
They even mention that theirs is best for stopping the transportation of the cancer stem cells and is useful in combination with existing therapies. This is that idea of having an "anti-metastatic" drug. THTX showed this with TH1902 where they did the pre and post-treatment dosage that showed it really stopped the spread of the cancer to the mouse lungs. That alone would be a huge market, especially if it can be used in multiple solid tumor types beyond just Breast (which the Sortina drug is specializing solely on)."
Wino115 wrote: We've known of the Swedish Sortina Pharma folks for a while. I noticed they updated their website and put a bit more info on it. They have zeroed in on two small molecule drugs to try in the lab only for breast cancer samples. They are creatively calling them SORT01 and SORT02. Nice thing is that at least sortilin is getting a bit more press as a prospective target worthy or reserach money. Recall, their approach is centered around stopping the proliferation of cancer stem cells, which express progranulin and sortilin. So it's different than what THTX is currently doing. They even mention that theirs is best for stopping the transportation of the cancer stem cells
They put up a bit on the market just for advanced breast cancer. Here's their market estimates.