The value of the HDC platform is certainly unknown at this point...but if you were to ask an oncologist, medicinal chemist, pharmacologist or expert in the field...they would probably respond with an answer that would indicate that the platform is definitely very valuable. Ganetespib alone carries the value of the current stock price and will more than likely bring higher value to SNTA within the year. The new HDC platform brings tremendous value to SNTA and ensures that the investment risk/reward play is most definitely leaning towards reward. Congrats Longs.....and GLTA.
The HDC platform should be considered intriguing but highly speculative and untested right now. SNTA has yet to present the pre-clinical data in a meeting, and it will be some time before the first IND is filed, so I will reserve my enthusiasm. One can see that the size of the conjugated drugs are close to if not as big as the HSP90i carrier, so there is certainly the possibility that the conjugated drug will affect the pharmacokinetic properties of the HSP90i. I look forward to seeing some of the pre-clinical data.
The size of the drug conjugate should not be of concern. The conjugated product is lipophilic which would be the greatest determinant in crossing the cell membrane. The enthusiasm by the company directors shown by the huge insider buying convinces me that the project has shown success in testing. It is perhaps too early for investors to get excited, but those close to the results seem to be pumped. Good luck longs....I feel that we have a great one here.
The graphic example given at the corporate HDC website has some compelling features of anti-tumoral concentration. Of course, we have no way of knowing which conjugated therapeutic will take that first ride to IND status, but the linking of STA-8666 in targeted moiety with SN-38 appears a likely candidate for development consideration. In the coming months, IP disclosures and theoretic conjugate applications should provide the occasional SP catalyst, but the first hint of monetized partnering will provide the necessary first insight of the peer response of the scientific community to the unique potentials being envisioned in this new drug delivery platform. It can only be considered valuable if peer review determines it is viable, competitive, and affordable. There should be some great entertainment value in watching this play out.