I don't think it's that straight forward. I have only read it once - and will have to read it again and do some research later. I have no doubt that ttppxx will provide some insightful and well researched analysis once he has had a chance to digest the ann.
This product is trying to detect lesions that do not express PSMA. As I understand it, there isn't really an SoC to detect lesions that do not express PSMA. Some PC suffers have lesions that express PSMA (and can be picked up by the PSMA SoC products) as well as having lesions that do not express PSMA (will not be picked up). Look at the images in the announcement - rising PSA levels following definitive therapy - plenty of lesions - but presumably none of the lesions expressed PSMA and therefore not detectable on current PSMA SoC.
The really really really big questions is - what is the future for this product? If you think that someone can have lesions that do express PSMA and do not express PSMA - does that mean you will have an PSMA SoC scan (whatever product that might be in the future) as well as an additional scan to try and detect non PSMA expressing lesions (such as this product).
CU6 Price at posting:
$2.34 Sentiment: Buy Disclosure: Held
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