Theratechnologies Inc T.TH

Saw this in an E-mail I received

[SPCEO1]

Thought it might be of interest:

In such a competitive landscape especially considering the record 40 new ADC drugs moving from preclinical to clinical this year – which is already surpassing the record-breaking number in 2021, developers are reiterating the challenge of keeping updated with everything that’s going on.

Our Beacon ADC platform currently tracks over 1465 drug conjugate programmes being developed by over 560 different companies, of which 919 are ADCs. To breakdown that landscape further, here are some of the latest updates:
·       168 of ADC drugs are clinically active (18%)
·       447 of ADC drugs are preclinical (48%)
·       In the last quarter 71 new ADC drugs have been disclosed
·       442 ADC programs have disclosed preclinical data (47%)
·       BLA filings for two ADCs, mirvetuximab soravtansine and trastuzumab duocarmazine, have been submitted to the FDA this year with at least one expected to be approved by the end of 2022.

[Wino115]

The future! What did we see was the success rate of pre-clinical to P1, something like 5%? I would bet a lot are combo's or knock-off's of various targets. I think someone here once posted they were looking around at various Chinese biotechs and every single one had a PD-1 or FolRa ADC in development!  Success breeds copy-cats....  We know we've made it when we start to see

[qwerty22]

Yep there is a heap of ADC all targeting HER2, a lot of that coming out of China. 

[Biobob]

Land of the free.. free to steal yout IP...

[Wino115]

Yes, a tricky deal if and when you cut one. Although didn't someone post the IP Patent up here not long ago that dealt with the anti-metastatic properties? It made me think that since they are literally the only conjugate targeting Sort1 they had a nice head start on locking up some elements around usages. The science folks here think any decent lab can concoct a peptide or ligand to target