RE:RE:RE:RE:New Press Release - Theratechnologies' Sudocetaxel Zendusortide ASCO 2024 Presentation Demonstrates Signs of Long-Term Efficacy and Manageable Safety Profile in Patients with Solid Tumors Certainly stable disease is a great thing for individual patients but it is how you develop a clinical trial program and where the drug ends up fitting into the clinic in terms of other drugs on the market while decide the value of this to us, THTX and any partner. That's a harder call, certainly for me, at this moment. I guess Jfm is hinting at that.
This is a big part of the ongoing uncertainty alongside what will emerge from part 3. It may end up being that the tech is of greater value than this first drug but that speaks to an even longer path.
jfm1330 wrote: Stable disease for many years is a very good outcome on advanced patients. Take my word for that. That being said, approval through progression free survival (PFS) takes much longere than through tumor shrinkage, partial response or complete response. So they are in for the long run if results are good enough. That's why they will need a partner and they will have to sell a big part of the rights to attract such a partner. But selling part of the rights to the whole thing, i mean future PDCs with different warheads like SN38 could be attractive.
That being said, I still think that having a their peptide coupled with Ga68 for imaging in humans would have been a very good tool to have. If they would be able to show tumor accumulation in humans through such imaging it would help them so much to show proof of concept for the whole platform. But it's too late for that and they don't have the financial means to develop that themselves. All their lab people were laid off. So it will be like F2, F4 and F8, they will do it 10 years too late.