Theralase Technologies Inc. V.TLT

CG Oncology NMIBC data

[Donein25]

ScieneFirst. What are we to make of their CG0070? They have released inpressive CRs in small (32 pt.) partnered combo with Keytruda for NMIBC. They are a small private biotech but already have partnered up on combos with BMS Opdivo and Roche Tecentriq. I'd like to see us making deals like this sooner rather than later. Do you see us as more attractive to future partners, when we get to that point in time?.

[Yoly900]

Not we are prehistoric ROGER TOOK TO LONG WITH THIS NOW FDA IS SMARTER GINBA TELL THEM TO GET LOSTTTTTT WATCH THE MOVIE .PS WE WILL HIT 0.37-0.45 roger company are gonna sell 2022 shares for profit in 2023 than another FIX WILL BE BREWING IF YOUR A SHAREHOLDER HERE WITIN LAST 10 years this is what they're about legallyyyyy

[Yoly900]

Love how Roger has the firm where thst uddin minkia head gave trgt. He has firm sitting on offer until he says let her rip than they sell to new investors firm is stating we're gonna get bought out 20.00 just like I heard this 10 years ago yada yada yada meanwhile this was their BUSINESS PLAN ALL ALONG. Madoff roger same animalssss

[ScienceFirst]

Donein25 ... A simple search on CG0070 brought me to this paper below.  We do better @450-days with 50% undertreated patients then them.  And our treatment is less complicated than theirs.  And we don't need to combo. https://jitc.bmj.com/content/9/Suppl_2/A1005 Late-Breaking Abstracts Clinical Trials in Progress  

[Donein25]

Good to hear. Thaks ScienceFirst.

[ScienceFirst]

Donein25 ... Via the link below, neither from any other links, I haven't been able to access their latest round of results that have been presented around Nov. 11-12. But I found this, that help us assess market valuation and R&D spending required to get there.  TLT spend much less in R&D so far.  So clearly, TLT's valuation is about to catch-up in a big way.  It

[ScienceFirst]

Donein25 ... I found their most recent interim data.  Without our first 12 undertreated, we could have matched them.  We have less treatments.  Way less.  And don't need to combo. CG Oncology to Present New Phase 2 Data with CG0070 in Combination with KEYTRUDA® (pembrolizumab) in Non-Muscle-Invasive Bladder Cancer Unresponsive to Bacillus Calmette-Guerin at SITC 2022

[Donein25]

Agreed. Their monotherapy #s are not that impressive, but the combo #s are strong. Of course as you say, we would not combo with Merck anyways as it would reduce the # of patients we can treat. 

[ScienceFirst]

The day CGOncology will be IPOed (it's presently private via 5 Financing Series totalling so far 200M$US), we'll know exactly how much we would be worth as they are also a one indication biotech so far and are in the exact same indication (BCG-unresponsive) as us. So with a 200M$US private equity, CG Oncology is probably valued at 2B$US. The advantage we have, is that we are in TLT @0.30

[Donein25]

Yes. This is how we should view our potential value. 

[Legit62]

I agree SF, we need patience, we have waited a long time but the next news is King, we all know that, it may be 2 or 3 more months and we all have witnessed the games being played with this stock so its not surprising after this last quarterly to see the same happen, i for one buy on these dips cause i know what we have, just padding the shares for next PR, which is possibly BTD OR AA OR BOTH OR

[ScienceFirst]

Latest data.  We just don't know cutoff date included what exactly!   Nov. 30, 2022:   CG0070/Pembrolizumab Combo Shows Promising Efficacy and Tolerability in NMIBC   Preliminary data from the phase 2 CORE1 trial (NCT04387461) presented at the 2022 SITC Annual Meeting.   Among 32 evaluable patients, the combination elicited an overall complete response

[ScienceFirst]

Just imagine if we would administer our treatment as often as this, instead of only 2 doses: receive intravesical CG0070 at 1 x 1012 vp plus IV pembrolizumab at 400 mg once every 6 weeks. CG0070 was administered weekly for 6 weeks as induction, followed by weekly maintenance instillations for 3 weeks at months 3, 6, 9, 12, and 18. Patients who have persistent CIS or high-grade Ta disease at 3

[DJDawg]

One thing I find confusing is the duration of these various protocols. They go for quite a long time? I noticed that for the immunity bio protocol they get treatements up until 18 m out. Interesting to see how the graph looks the further you go. They started with 82 patients. Then 58 achieve CR. Then 27 months later they are down to 21 patients. So 25% of the original 82. But check out the step

[DJDawg]

I forgot pictures don't copy past on this website. Take my word for it. They lose like 8-9 patients at 27 months mark alone.

[DeathXray33]

ScienceFirst - (12/1/2022 4:11:21 PM) RE:CG Oncology NMIBC data "We have less treatments.  Way less.  And don't need to combo."                        Those other treatments/combos are an awful mess.      TLD1433 destroys the cancer from the

[Gman620]

Less treatments, less money for big pharma. It's pretty simple. Maximizing profits = MORE treatments for longer period. What we see as a great benefit, they see as not-optimal.

[Rumpl3StiltSkin]

True, yet we should have huge support from Insurance copanies, their lobbyists and related politicians... :-)

[Gman620]

Right. But the behavior of the FDA is also suspect. I feel there is a 'wink' that if you piggyback on (combo with) Keytruda, you get a 'fast pass' to the head of the line for BTD, etc. Anything to sell more Keytruda is good and is an easy road.

[Rumpl3StiltSkin]

Who akes Keytruda again?? Their best bet is to buy out TLT. I think Keytruda is only effective in a certain subset of people who have specific genetics.. TLT should be effective in everyone. If they dont buy out TLT one of their competitors will. The numbers by AA timeline should be very convincing.

[ScienceFirst]

  _______________ There has been innovations in all industries, including oncology.  And this wil continue.  No plot theories here. Just facts, R&D, innovations and competition. Public Health budgets are about 50% of all Canadian provinces budgets.  So huge incentives to lower them, especially with the growing population of elderly people.  Ontario

[enriquesuave]

On top of our best in class single agent data so far, the fact that this a pretty much a One and Done treatment and see you in 6 months for a maintenance should be used to push the FDA for BTD. Needs of Elderly patients must be taken into account.  This option gives them freedom and much less morbidity of having weekly instillations with all of the swelling and pain and possible infections

[99942Apophis]

Very much agree enriquesuave although even that 6 month 2nd treatment could be in question as with monthly checkups each patient should be determined as still CR or needing another treatment. Who knows some may require second treatment at 4 months while others could go years before the 2nd! enriquesuave wrote  On top of our best in class single agent data so far, the fact that this a

[CancerSlayer]

Well said Enrique...   This ACT not only has best in class single-agent data, but I'd also say best in class drug efficiency/mechanism of action.   And the FDA simply can't ignore the fact that this ACT has demonstrated an "only in class" ability to rid cancer with only one treatment as evidenced by the two Ph 1b patients.  This screams loud & clear that

[CancerSlayer]

  Correction highlighted...

[Northmen]

To all - Thank you for your contribution and Steadfast Long's.......hopefully our day comes As a CANCER SURVIVOR - 7X.......I completely agree with the Q.O.L comments expressed here ! The 2 very quick treatments would be welcome by any patient ! I can personally attest to the Stress of multiple appointments/diagnosis, discomfort of tests, Dr consultations, awaiting results and Follow-Up....

[Yoly900]

All I gotta say the fix is in 0.46 with all these smart einsteins here. All bull, 0.23 folks there's a reason why we're 0.23 ROGER AND COMPANY MADE THE dollars already all these years taking 0.30-0.45 on every rally we had TODAYS PRICE 0.23 WE HAVE NOTHING PURELY NOTHING ALL SCIENTISTS DOCTORS AT THESE SITES ARE NOT JUMPING IN ON THESE BULL RESULTS THAT NOBODY KNOWS ABOUT. Stop being

[Yoly900]

Invest in electric car companies it's the future plug blnk nio Lcid not TLTFF ITS BULL ITS A SCAMMMMM

[Yoly900]

This post has been removed in accordance with Community Policy

[RoseHeaven]

Thanks SF for such a great post and your wonderful contribution to this board. Somestimes I becomes hopeless about TLT but your science based knowledgeable  post supported my investment thesis in TLT. I am here over 11 years, please keep posting. 

[99942Apophis]

  My question to our medical minded fellow posters on 2nd  treatment  after the trail is completed would a better option be to monitor the patients on a monthly or quarterly checkup and administer the 2nd treatment when needed. We saw in Phase1  the now famous 2 patients go 2 years Cancer Free and in this Phase2  many needed that second treatment so do you think after

[enriquesuave]

I would say give 2 treatments to all, and a 3rd for those who are still PR or NR at 9 months mark.  2nd treatment could be given perhaps even before 6 months mark if patient is PR or NR at 90 days.  3rd treatment at about 9 months. Ideally Drs should note where CIS is present in the bladder prior to trial ( I'm sure they already do)  if new lesions appear as old ones disappear

[99942Apophis]

Thak-you enriquesuave 

[CancerSlayer]

  Hi Apophis.... I just got back from a late night of dancing & appreciate your question.  I saw enriquesuave's response & I agree with his comments.   In general, With this type of ACT & considering this more superficial form of cancer, I don't think there would be any significant gains made with regards to giving a 2nd treatment sooner (i.e. giving it at

[enriquesuave]

Well said Slayer  No reason not to keep treating PR/ IR patients until CR.  Perhaps when Rutherin becomes available, it would be possible to use both IV and Instillation together for tougher resistant cases,and UTUC cases, where bladder would be treated with laser, and upper tract with laser or X-ray activation?  Could definitely treat MIBC that way if Instillations are not enough.

[99942Apophis]

CancerSlayer wrote      Hi Apophis.... I just got back from a late night of dancing & appreciate your question.  I saw enriquesuave's response & I agree with his comments.   In general, With this type of ACT & considering this more superficial form of cancer, I don't think there would be any significant gains made with regards to giving a 2nd

[CancerSlayer]

No problem Apophis...glad at least you were entertained.   A small clarification/edit to my explanation: "If a patient were to remain a PR/IR, I would consider continuing treatments every 3 to 6 months (barring serious side effects/adverse events) until either a CR or NR is achieved." Would substitute yellow highlighted comment with the blue one....or until progressive

[Camphikefish]

Unbelieveably great post Slayer. One of the best I've ever read with relevant metrics which need to be magnified and incorporated into the discussion. And you just did it! You guys are super intelligent. Thank you

[BlueFranky]

CS... I second that notion.. Bravo for an excellent post... You and a few others give such value to this platform. . you just have to know that management is reading these! Thanks again

[Legit62]

Awesome CancerSlayer

[tdon1229]

Gman, Have a look at yesterday's action on PVCT as they presented in Naples re their combo results with Keytruda for Stage III melanoma.  Note they intend to pursue a Phase 2/3 trial doing a direct comparison of the combo v. their own small molecule drug to challenge Keytruda's current position as a primary treatment. Note that their drug, PV-10, started life as a dye.  It was

[enriquesuave]

We are beating CG0070 so far it seems.  They are at 27-28% CR as single agent and many more treatments.  We are so far 28% plus 10% PR. They are the second best after us.  Of course combination drugs are expected to do better  Dr Kamat had once suggested that we would be combined with a checkpoint inhibitor as well.  I expect we hit the same numbers or better once we combo