Post by
DJDawg on May 13, 2024 12:43pm
TAR and other agents
Others agents out there for sure. They all have the common theme of frequent repetition of treatment, a pseudo CR that seems good but then when you follow up longer term, a low durable CR.
All this competition talk does create the appearance of more challenges to TLT. But many are no where near being real competition. Adstiladrin's data is more and more unimpressive. IBRX drug requires you to get access to hard to get BCG so that tethers the sales and competition. CGON's drug is biologic so cannot be approved without biologic application steps which would likely lead to early 2026 for earliest approval.
Ideal next steps for TLT would be
- some release at the end of May that shows that they now have longer term follow up data to show even further durable CR. Could even mention that all confirmed by a central lab. These would be good hints that they have the data for the BTD application without saying that they have applied for BTD.
- when they get BTD, it would be nice if they could time some update that shows concrete steps for the phase 1b on GBM. Doing that means that they are no longer a one drug with one use type company.
- that could give quite a nice momentum bump.
Just me daydreaming so far.
Comment by
N0taP00p on May 13, 2024 2:23pm
Totally aligned with your daydream DJD. We need something other than the ambiguity on pre-BTD pushouts. At least meet the spirit of the OSC guidelines
Comment by
Alamir1111 on May 13, 2024 3:56pm
. IBRX drug requires you to get access to hard to get BCG so that tethers the sales and competition. Chttps://stockhouse.com/news/press-releases/2024/05/02/immunitybio-serum-institute-of-india-agree-on-an-exclusive-arrangement-for
Comment by
Alamir1111 on May 13, 2024 4:01pm
Funny bcg shortage ?All the big boys use bcg have no issue raking in billion $ profits.Fake media
Comment by
Alamir1111 on May 13, 2024 4:19pm
These guys must be idiots to invest in cg onc?? Cash Position: Cash and cash equivalents and marketable securities as of March 31, 2024, were $566.5 million, compared with $187.7 million as of December 31, 2023.
Comment by
DeathXray33 on May 13, 2024 4:47pm
Slick-Con is finished. THEY ALL ARE going to be. Whom ever gets ahold of us, will control the world. I made sure I own a lot of the patents. My last post. Farewell !!!
Comment by
Alamir1111 on May 13, 2024 7:49pm
Dx .16 is very good price don't be a laser