RE:RE:Question about Docetaxel & Th1902
Mannequin wrote: Hi Hamilton,
Well, we don't know what we don't know. It comes down to the fact that we (and drug companies) need to see the results. Then, if there is a benefit, can these buys and girls raise some cash from them to start trials? This company has been incapable of doing anything positive for a decade. And, it's blown up for long term shareholders for that entire time period, especially since the current team screwed up 10 times. I am of the belief that much of this was in their control, and out of their control. And both those times, they did not resolve things as they should have. Their communication skills are as bad as their last PR person, who was simply the worst human working for any public company. And even then they couldn't fire her.
Hamilton02 wrote: I was wondering the following : Correct me if I missed something...
Docetaxel is often used at 75mg /m once every 3 weeks (month?)
The annual sales of Docetaxel in 2023 is around USD 115 billion and is projected to be USD 252 billion in 2032.
Theratechnologies have shown that there are no notable DLTs with the last cohort and not much before that as well for many patients. This, with about 3 times the dose (300mg/m).
Let's consider that they will succeed to show that their process with TH1902 each week for a total of 300mg/m has less or equal negative effect than Docetaxel alone at 75mg/m.
Wouldn't it be interesting for companies selling Docetaxel to add the peptide (well...using TH1902) to their treatments?
It seems that efficacy for ovarian cancer is less important than security with these patients that have shown very high resistance to many treatments before. Which is not the case when we use Docetaxel alone... or with other solutions to manage the negative effects.
Using 300mg/m on less resistant patients with less or same negative effect should show more efficacy, no?
The communication has been poor and misleading. The executions or better said lack of them even worse. Personally when I listen to their conference calls remembering what was said during many previous calls which never materialized I find it hard to believe in many things they say. Without going in details in my opinion that's the reason for lack of confidence in the company and its management. Nothing n the short, medium or long term which they have achieved has been "spectacular" so far.
I don't think using docetaxel's sales as the reference for the financial projections of TH 1902 if and when approved is correct.
Different drugs, different targeted market ,penetration rate....