Theralase Technologies Inc. V.TLT

Where's the real news?

[N0taP00p]

Releasing a future potential application (3 to 4 years out) on the same day as your discussion of quarterly results is either a distraction or meant to enhance the vibes from finally meeting another key milestone ie BTD submission.  Is anyone attending their call?  I thought it was today.

[Oilminerdeluxe]

Solid update I guess. If they could only fix the money need, it would be perfect. If they get the info needed they will still send in pre-BTD and later BTD in Q3 for a decision in Q4. Licensing and deals in 2026 if I understood correctly. They seem really, really happy about today's news. Very OT:, MP always emphasizes 'miss' Kristina H..Forgive my English skills, but isn't

[N0taP00p]

@Oilminer: All I want to see at this point is some color on BTD. Everything else is a long term distraction. Like you, hoping for an imminent update. Yes, data looks more than good enough. 

[Infinity]

We are all waiting for some real news.  Hopefully this is not a distraction from NMIBC or BTD status.  RDW did indicate his End-game to go for FDA approval based on 75 to 85 patients which seemed very positive.  We need to see some real substance that we are very close to the goal.

[N0taP00p]

@Infinity: Couldn't agree more. Nothing will move the needle other than BTD at this point. 

[McBullish]

Update from call: Will file for pre-BTD in Q3 IF they get the clinical data in time. IF accepted, they have 60 days for BTD approval (possibly Q4) 3 more candidates joining the clinical trial, bringing it to 75. Target 10 candidates more by EOY brinbging it to 85 total. One comment that was concerning to me was regarding competition. During Rogers presentation on TLT's cash burn rate, he

[N0taP00p]

@McBullish: Thank you for the updates from the call. The dreaded IF again. Ugh.  Hope it does not become another pushout that's casually introduced into an unrelated NR.  

[McBullish]

Do you know what treatment/drug Roger may be referring to? I'm genuinely concerned if another treatment with comparable efficacy comes to market before us, we may be cooked. Especially with the financials the way they are. Perhaps that's wy we're struggling to raise money, the insiders already know theres another game in town who's timeline is way ahead of us.

[N0taP00p]

McBullish: Anktiva and Adstiladrin are the only  recent ones I know that have BTD. I believe both are fully approved as well. 

[Lesalpes29]

Time to ower new guy in town to post negative posts. We are cooked! C'est la vie...

[Oilminerdeluxe]

Account created today. Well, those on a timeline ahead of us are not better than Ruvidar, if I got Roger right. I think he mentioned one that had 75% at the begiining of their trial but that no other numbers were available after that. From what little my feeble mind understands, TLT is better than the competition on most things regarding bladder cancer. They need more money soon. If they can get

[McBullish]

I created the account to ask a question about competition that I didnt have any insight to. Ive been around for a while reading the boards. I believe in the science and the massive potential of Rudivar, but want to understand the competitve landscape as much as possible to evaluate risk. Thanks for clarifying

[enriquesuave]

Competition is CGON. CG0007.  Many more treatments good results, Cannot be used on immune compromised patients( a big chunk).  Storage can be an issue.  Once they stop treating we don't yet know how fast CR numbers drop long term.  Only short term numbers!  We are a way better option, but the FDA and med community need many options as no one solution works 100% for all

[DJDawg]

To add, they don't have as much long term data. They are biologic agent which is much harder process for applications so they would be more releastically a 2027 option. Late 2026 at best. So not competition when it comes to any current applications to fda as they don't consider non-approved agents.

[N0taP00p]

Thank you, Enrique and DJ dawg.  Great inputs.

[CancerSlayer]

"Options" being the key word imo.   As you stated, current therapies require many more treatments, both induction & ongoing maintenance...the latter potentially being ad infinitum in order to help keep cancer in check, which they often fail to achieve.   Historically, the bottom line problem with the competition is that they "all" simply postpone radical