Ann: PTX Updated Investor Presentation, page-6

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Scottyhilux

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29/05/25

17:01

Post #: 79240180
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Originally posted by Shellbell: ↑

It's interesting to see Patrick pushing the Mirati comparison. Here's one from a mid-2019 preso representing the rise of Loxo based on their targeted therapy in an area of unmet need for a similiar small patient population to PTX-100's current trial in CTCL.

Sure, the price that Eli Lilly paid to acquire Loxo Oncology included other pipeline therapies and drugs in development. Further research reveals the following:

LOXO-292, LOXO-305, and LOXO-195 are based on the same precision oncology technology as Larotrectinib.
It seems likely they share a platform for developing targeted small molecule kinase inhibitors, though they target different pathways.
The evidence leans toward a common approach, but their chemical structures may differ due to unique kinase targets.

Sounds familiar... does it not?

PTX has basically drilled down in its development of PTX-100 (over the years) to identify the cancer type of most unmet need for the quickest and cheapest pathway to commercialisation. Get the drug on the market while PTX and others investigate other avenues for it in the more prevalent cancer types. There is clinical data on other cancers (solid cancers - aka Phase 1) that remains undisclosed to the public about the broader RAS pathway inhibition that PTX-100 may be able to specifically target, as per the Loxo case.

There's a raft of information about PTX-100 beyond its applicability to treat TCL in past ASX anns going back 10 yrs. I dare say that a lot more money was spent to get PTX-100 to this juncture than it will to get to the interim-data readout. At an average of $100k for patient for between 20 and 40 patients is easily doable on the current cash in bank, including working capital. The CR pain can only be offset by good data and any newsflow on OmniCAR and CP will help a heap.

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10 thumbs up for that post Shellbell,it really put a smile on my face.

PTX Price at posting: 4.9¢ Sentiment: Buy Disclosure: Held
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Ann: PTX Updated Investor Presentation, page-6

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Ann: PTX Updated Investor Presentation, page-6

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