Understanding Telix, page-744

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flotsam222

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03/05/24

14:14

Post #: 73651962
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Originally posted by nathan1984: ↑

So to sum up my thoughts on the whole TLX 591 vs Pluvicto

TLX 591
2 treatments aggressively initially (point of difference) creates a more durable response in patients longer term, PSA measures are not as robust comparatively initially to Pluvicto (small molecule) however rock bottom PSA is seen ~ 1 year from treatment. Overall survival rate greater than Pluvicto due to retention of lutetium vs small molecule and in turn throttles disease for longer leading to a drawn out overall survival.

Pluvicto
6 treatments,has a greater response on PSA measure initially but throttles off quicker than TLX 591 due to treatment not hanging around as long in the body. Overall survival less than TLX 591 as disease allowed to progress quicker due to the body riding the treating agent quicker that TLX 591 and in turn shorter overall survival rates.

The way I see this playing out on market -

TLX 591 and Pluvicto will have similar rPFS rates, TLX 591 may even have a lesser number (I think that is why CB has told the market it’s not an accurate measure of overall survival in this agent, his trying to prepare the market, opportunity on data release to snap up cheap shares). We have already seen PSA isn’t as robust initially inTLX 591 as Pluvicto however CB stated lowest PSA responses ~ 1 year from treatment in TLX 591. rPFS data is released on par or lower number than Pluvicto,market reacts lower, I will be buying on the assumption that overall survival will be greater than Pluvicto for the reasons stated above with a 2 dose point of difference which in turn will be more appealing to the industry.
All IMO

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Its more than just lengthier retention with the antibody though.

The choice of isotope is so important and hopefully theyve nailed it. High doses like those pluvicto use would fry the patient hanging around so long especially in regard to haemotoxicity.

Too low a dose and you don't kill the cancer cells.

Amazing to watch but definitely carries more risk at this stage than small molecules for targeting but massive reward if they've got tjis right.

TLX Price at posting: $15.01 Sentiment: None Disclosure: Held
2 Upvote

1 Great analysis

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