TAR and other agentsOthers agents out there for sure. They all have the common theme of frequent repetition of treatment, a pseudo CR that seems good but then when you follow up longer term, a low durable CR.
All this competition talk does create the appearance of more challenges to TLT. But many are no where near being real competition. Adstiladrin's data is more and more unimpressive. IBRX drug requires you to get access to hard to get BCG so that tethers the sales and competition. CGON's drug is biologic so cannot be approved without biologic application steps which would likely lead to early 2026 for earliest approval.
Ideal next steps for TLT would be
- some release at the end of May that shows that they now have longer term follow up data to show even further durable CR. Could even mention that all confirmed by a central lab. These would be good hints that they have the data for the BTD application without saying that they have applied for BTD.
- when they get BTD, it would be nice if they could time some update that shows concrete steps for the phase 1b on GBM. Doing that means that they are no longer a one drug with one use type company.
- that could give quite a nice momentum bump.
Just me daydreaming so far.