you can also delve deeper on the patient population for prostate cancer and get a more accurate valuation on the SAR-bisPSMA program
Clairty does not have a manufacturing infrastructure like what Telix has built. The manufacturing part will give you an idea on what their plans are moving forward. If they keep manufacturing outsourced, they’re most likely looking at the buyout path. If they start investing on their own manufacturing, then that’s probably an indicator that they might go at it alone.
If they get bought out without manufacturing capabilities then the prospective buyer would probably have the manufacturing capabilities to continue the program e.g. Bayer, Lantheus, Novartis, Curium)
However, if Pluvicto does produce multi-blockbuster revenues then I wouldn’t be surprised if a Pharma company dabbles into radiopharma. But that would require investment in manufacturing and logistics.
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