Summary of New York Academy of Sciences meeting--pt. 1
Triad, I am also a chemist, amongst other things now. Although I am Long THLD, you should know, very well, that pro-drug strategies of this type are not new and have been around for many years....it's all about finding the "right mix" of properties, which hopefully Th-302 can pull off and we will shortly find out with the higher dose PFS data. In the end, it's all about the clinical data. Btw, from a strategy perspective, I am a big proponent of HIF targeting among other transcription factors, and ultimately one will devise a clever strategy and a newer paradigm to treat and possibly cure cancer. Until that time, I suppose, we only have our classical targets and classical chemos (which Th-302 is a prodrug of) and combinations thereof (anti VEGF, etc)
A significant part of Dr. Hart's talk was devoted to why TH-302 has "the right stuff" and why it has succeeded where other prior hypoxia-activated drugs (such as TPZ and PR-104) have failed. A lot of his has to due with its polarity (TH-302 is far more polar than any of the prior drugs). Therefore it does not get sequestered in fatty tissue or in normally hypoxic organs like the eye or the thymus gland, where it could potentially do harm. None of the other scientists in the audience yesterday took any issue with Dr. Hart's explanations about why TH-302 is superior, and some of these same people were behind prior molecules before that failed (e.g., Professor Derwhist). You really can't argue with the data presented thus far. It is scientifically credible.