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08/10/22

13:15

Post #: 64097832
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Originally posted by hottod: ↑

Hi IHS

Another aspect which I think makes PTX stand out as an investment compared with other cancer biotechs is its business model.

Steve Yatomi-Clarke likes to refer to this as a “shovels to the goldrush” model.

Other than its own internal cancer programs (currently 2 clinical-stage targeted therapies and 3 preclinical-stage CAR-T therapies), PTX has three separate platforms available for outlicensing.
The OMNICAR platform, which other companies can license to pursue their own targets.
CellPryme- M, which can be easily incorporated into the cell-manufacturing process of any other CAR-T company. It optimises the cells to be used in treatment so they are more persistent. It can be also be used with existing suboptimal CAR-T therapies.
CellPryme-A, an adjunct therapy which is administered alongside a patient’s CAR-T therapy. It improves tumour killing and host survival of the CAR-T therapy when used in solid cancers and these benefits can be further maximised if CellPryme-M is also used.
The three platforms can be used separately, or combined.

PTX owns the IP for both CellPryme-M and CellPryme-A.

Expand

Cell Pryme-M is the one that exites me the most in short term, as if it can be incorporated via a simple manufacturing step change then we at likely to see deals relatively soon.

OmniCAR and Cell Pryme-A are 'patient touching' and therefore follow the standard Phase 1-3 requirements, albeit have read previously that the current CarT were approved after only Phase 2 due to the previously unheard of response and efficiency rates, but these platfotms are where the greatest gains will come from.
PTX Price at posting: 18.5¢ Sentiment: Buy Disclosure: Held
21 Upvote

0 Great analysis

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