RE: Progressing well1 Sep 2023 13:33
Sdc1801 should progress well right through to 300 mg per day
CCT245 737 was projected to be around 1000 mg maximum dose on safety.
Maximum tolerated dose was indeed established at 1000mg perday in monotherapy clinical trial.
Doses had been administered up to 1400 mg and at these levels downsides of side effects increased from 1200mg per day upwards.
Sdc1801 had no established MTD. It is not that the did not bother but had diffuculty, according to TM creating the compound in sufficient quantities to establish this MTD. At 30 times treatment dose no significant side effects were observed. We may have to go as high as 100 times he says but have no idea if this was ever carried out.
So the truly invested should have no due concerns as to the safety of the compound.
On good dose escalation news and dependant on just how good these results will be should have a corresponding significant increase in company value.
Tim and Co will have a better idea than us here as to that value.
Also take into account that on good dose escalation results SDC 1801 nigh guaranteed superiority over Deucra due to the advantage of dual kinase inhibition.
A company at this point will want to buy in whether on licence or takeover. Companies will want to maximise on commercialisation ie to be put to use in the clinic for as many treatments as possible.
A billion is not out of the question here. As time goes on and dose escalating results become known the likelihood of such an offer occurring increases. Indeed offers may be considerably lower or likewise considerably higher on full data results.
Tyk2 is a hot area but will be not as hot as a dual inhibitor with a similar safety profile.
All very logical if we understand what we have, an idea of the competition and what the commercialization companies want.