Good summary Zenox and I largely agree with your conclusions. I suspect that NOX see a faster approval and better opportunities through their other programs but no doubt this is very close to GKs heart so hopefully this leads to a phase 2/3 soon, paid for by someone else.
I've added a few things I have dug out of the TheraP data in Lancet below.
Feels like TheraP took some care to obfuscate or downplay survival data. (Political maybe, not wanting to steal any thunder with big daddy VISION on the horizon). However, there is no doubt in my mind that Lu-PSMA will be on the market, without Veyonda, very soon.
Population
Previous treatment
TheraP: 8.1% had not previously received an androgen signalling inhibitor ASI (enzalutamide or abiraterone) and 0% had received cabazitaxel.
Lupin: 100% had received at least one ASI and nearly all had received cabazitaxel.
Median Baseline PSA:
TheraP: 93.5 (44 to 219)
Lupin: 115 range 46-476)
>20 mets:
Therap: 77/99 (77.8%)
Lupin: 37/56 (66.1%)
Response
PSA > 50%
TheraP: 66% (65/99)
Lupin: 61% (34/56)
Median PSA PFS
TheraP: MAYBE 5.5 months? Graph below.
Lupin: The median PSA PFS was 7.5 months with a confidence interval of 5.9-9.0 months
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- Ann: LuPIN Survival Outcome Confirmed by Conference Presentation
Ann: LuPIN Survival Outcome Confirmed by Conference Presentation, page-21
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