I am also soaking in all of the potential of today's announcement of the HSP-90 I Drug Conjugate platform and cannot fathom where this is going to take us. Can you imagine the share price one year from now? This is going to be a blockbusting technology in oncology and other areas of care. GLTA Longs
The only comparator within the space is in ADC's...and those may prove to be no comparator at all.
Antibody-driven conjugates rely upon the immune response of the patient to be correctly enabled, whereas a heat shock driven conjugate rationale may be be best predicated with a companion CDX.
This is the best news to hit SNTA since Kovner bought strongly.
This new platform is the reason Kovner and Caxton are neck deep in SNTA.