The detail everyone seems to be missing is that the Novartis agent was approved only for a very specific indication - to assess the feasibility of treatment with their simultaneously approved agent 177Lu-PSMA-617. The thing is that Telix’s agent was approved for initial staging (in high risk patients) and biochemical recurrence of prostate cancer, which will clearly be the vast majority of patients imaged. And besides it also gained approval last week for assessment of LuPSMA treatment feasibility (unlike the Lantheus agent), so I in my mind it clearly has the upper hand over the Novartis and the Lantheus agents at the moment, in that it is the only compound that is FDA approved in all clinically relevant scenarios of PSMA PET imaging.
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