RE:RE:RE: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 TumorsI don't know if they can attract a partner. That being said, a big pharma like Bristol Myers Squibb now has this expertise. They bought RayzeBio for 4.1 B$ and their main drug candidate is 225 Ac-Dotatate. So it is the same thing as Lutathera, but with Actinium-225 instead of Lutetium-177. Lutathera is owned by Novartis. So big pharmas are willing to par to enter in this therapeutic field. Again, a big pharma could buy Thera for a few hundreds of millions and have the opportunity to really drive this program and expand with other warheads and develop quickly the radiopharmaceutical side of it. The only question is to know if Thera has enough data to pitch it convincingly to such a company? Up to now, it seems not to be the case, or hypothetical offers are not good enough.
https://news.bms.com/news/details/2023/Bristol-Myers-Squibb-Adds-Premier-Radiopharmaceutical-Platform-with-Acquisition-of-RayzeBio/default.aspx
https://www.novartis.com/news/media-releases/novartis-radioligand-therapy-lutathera-fda-approved-first-medicine-specifically-pediatric-patients-gastroenteropancreatic-neuroendocrine-tumors