These threads have never been more engaging Some interesting,...

These threads have never been more engaging

Some interesting, informed and composed responses - well done to those keeping their heads in this tumultuous time for the SP.

I’m a proud TLX holder since day 1 and a very proud CU6 since conveniently after day 1. Both are doing great things in their own right and certainly developing themselves as leaders in this nascent and burgeoning space.

I also work in the industry and have for over 10 years (since before it was cool). From my perspective, I think there’s a lot more biased crap in the industry (and in these threads) than ever before. That’s understandable, there’s a lot more on the line now for people.

here are a few of my thoughts:
- TLX are an outstanding Australian radiopharmaceutical biotech success story - we should celebrate them and hope they continue to grow and push new frontiers.
- So far they’ve made all their money off a generic product and frankly what they’re pushing in the media at the moment is light on the toddler tantrum front. It’s got nothing to do with product quality safety etc. just protecting their profits and maximise their revenue.
- Novartis and Telix also both know that they won’t have market leading products for long (whether it’s CU6 or another company that overtakes them - there is so much developing in this space, so it’s inevitable). They want to wring these products for everything they’re worth before they get trumped.
- Nearly everyone in the industry thought I&T wasn’t infringing any active patents and quite frankly, it’s unethical to restrict access to the product, especially in regions where Novartis haven’t set up efficient supply lines, and for the exorbitant prices they’re are charging. Let’s be real, for a big pharma, they didn’t invest that much.
- The new scanning technology looks great but will take many, many years to become commonplace in the industry. Existing centres will try and get every dollar return they can on their existing scanners before considering upgrading. And when it comes to upgrading they may still not see the value. There’s been better scanners available in the industry for many years and they are still very rare to see.
- New scanners don’t help a drug bind more efficiently so you’re not going to magically see lesions that are for whatever reason not having product bind to them. I think it’s already pretty clear than 64Cu-SAR-bisPSMA binds better than 68Ga-PSMA-11. For that reason I’m not concerned about new scanners hurting the chances of CU6 seeing commercial success out of their Theranostics range.
- Next day scanning won’t be a problem for patients. They’re going to opt for the best and most comprehensive diagnosis possible every time. Most times, drs will also recommend this. They’re not going to care about a day if they’re likely to have to spend 10’s of thousands and many months receiving treatment. Not concerned about that.
- If 64Cu-SAR-bisPSMA continues on as it has and receives approval (which I fully expect it will - as well as come up victor in the new head-to-head trial recently announced) then I don’t believe it will take the whole market away from Telix. There are many geographic, logistical supply and regulatory issues to overcome in this industry. Don’t be surprised with a reduced slice of the pie but not an entire overtake.

anyway, my thoughts for now. Hope you enjoy them. Love robust discussion and love both these companies.