Theralase Technologies Inc. V.TLT

CG Oncology phase 3 results impossible for TLT to beat?

[cancerman24]

75.7% complete response rate at any time in phase 3. Announced Nov 30 2023 so may all know about it already.

Not bashing, just asking. 

[Lesalpes29]

Hum.. a new one again!

[DJDawg]

Hi There was a previous discussion about CG Oncology and their results. Quite good except for the number of treatments. I previously took the clinical data and organized it to show results to date AND treatments needed to get there. See link for  the Creto AND keytrude protocol and results to date: https://postimg.cc/zyLb4GJp As you can appreciate the number of treatments is never

[Oilminerdeluxe]

Thanks, Dawg. 

[cancerman24]

Thank you!

[livermore2]

It's a combo treatment with Keytruda we are currently a standalone. This IPO may bring some eyes on us to show what kind of valuation a bladder treatment warrants.

[Eoganacht]

They have a phase 3 standalone trial and a phase 2 combo with Keytruda.

[livermore2]

Thanks for clarifying that. Well looks like they have a hot IPO today which will be valued over 1B on the Nasdaq.https://www.morningstar.com/news/marketwatch/20240125223/cg-oncology-ipo-prices-above-range-and-boosts-share-count-in-bullish-move-ahead-of-trading

[Gman620]

Why should TLT get BTD with this out there?  Having lots of treatments and working with Keytruda is the exact sweet spot big pharma wants, hence their big money backers. Hard not to see this as  a dagger to TLT. As I've said before, if it has a high success rate, no one, especially patients,  cares about number of treatments. That's what pharma wants anyway.

[Longholder99]

The 75% of all people who dont match the genrtic profile and therefore can't take Keytruda, or don't want the laundry list of side effects immuno modifying drugs bring....they probably care.  

[Rumpl3StiltSkin]

Exactly! 75% of ˜25% plus it is a pain to be on this compared to what TLT offers. Ruvidar doesn't have these restrictions.

[Eoganacht]

For Theralase to get a BTD for Ruvidar PDT it needs to demonstrate a substantial improvement over an available therapy. CG0070 is not an available therapy either as a standalone or as a combo treatment with Keytruda, It does not have FDA approval. Therefore it has nothing to do with whether or not Ruvidar PDT gets a BTD or not. Ruvidar PDT needs to show a substantial improvennt over existing

[DJDawg]

High success rate is tricky. Many patients have been through the long series of BCG instillations and then had that fail. Now to be offered another long series (weekly x 6 weeks, then 3 more at 3m, 6m, 9m and 12m) is a lot to take in. Many patients don't actually live near a urology care centre so there is lots of commuting to consider. In phase 1b, Ruvidar was used on 3 patients. 2 of them

[Benedictus]

The lease your life model appears to be the popular girl at the party. How else can you explain the FDA and uro-oncology community's love affair with the model and the enormous valuation disparity?  Aside from all the challenges patients experience in this wack-a-mole never ending treatment model, just how does a lease your life model get a pass with insurers? The issue is time and

[enriquesuave]

Incredible how CG is IPO'd at a Market Cap of $1.5 Billion US when they are at the same stage of trial as us.  Their Data is excellent and will be competition.  However it is a very treatment intensive solution.  With up to 15-21treatments in the 1st year plus 6 treatments in the 2nd year.So 27 treatments in 2 years.  Is still see this as a tie.  Although they have

[wildbird1]

COMPLETELY FALSE! In this link... https://clinicaltrials.gov/study/NCT04387461 Under '' Participation Criteria''...There is a blue box ''Show More'' Inside you will find the ''key Exclusion Criteria''. The two most interesting are ... 1) Clinically significant or active cardiac disease(older patients are more likely to have cardiac disease). 2

[Longholder99]

Great post wildbird.  Haven't seen this pp of which some speak either.  I suppose if you keep saying it's going to rain until it eventually does you can claim you were right.  

[Oilminerdeluxe]

Thanks wildbird