Was this the same Wilson's insider you referred to before?
---- Does Best In Class matter?
If there is a concern about being late to the party, then doing a head to head makes a lot of sense. When arriving late, it is better to arrive holding in hand, a certificate the says you are Best in Class, than to enter just hoping for some attention! Accepting that market share can be grown via means other than being best (as shown by Illuccix growing faster due to exquisite execution than pylarify, which is a higher quality tracer) - see image shared.
A graph on Immune checkpoint inhibitors (Keytruda et al) is shared below to demonstrate what being BIC can do, even if your are not First in Class!
The Market and Trials
The other interesting thing here is that, Clarity will enter a better developed market where the use of PSMA PET has grown (is growing) in leaps and bounds. Most prostate cancer patients are still being scanned using the less sensitive ordinary CT, MRI, and bone scans, while the burden of disease is increasing worldwide!
Here is a paper published in Jan 2025: PSMA-PET/CT Findings in Patients With High-Risk Biochemically Recurrent Prostate Cancer With No Metastatic Disease by Conventional Imaging; JAMA Netw Open. 2025;8(1):e2452971. doi:10.1001/jamanetworkopen.2024.52971 1) The patients in this group are a subset of the larger group targeted by the PROPELLER Trial (and soon to come under the planned Phase 3 AMPLIFY Trial) – referred to as Biochemical Cancer Recurrence (BCR). 2) This 2025 publication seems timely as it highlights an enduring interest in evaluation of the performance of 2 imaging modalities: In this case, this is between Conventional scanning versus PET CT using PSMA tracer (64CuSar-bisPSMA was not used as its not available yet). Next - will be the St Vincent's trial or similar! Its all very timely.
The FDA must know something
FDA Fast Track Designations are given to products in development, that address Unmet need and have Advantage over existing products! Interestingly, the FTD is designed to mitigate the very concerns about being late to the party!
FINALLY: Investment advisors do make errors! They are human. There is one example I could share, except that might be seen as cross promoting so I wont!
Kind regards!
CU6 Price at posting:
$2.83 Sentiment: Buy Disclosure: Held
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