Latest / Medsolve Dynamics / Why a Radioligand No-Show Costs Differently Than a Missed Fraction.
Transcript
- Yoel Bakas: Theronostics is not a single decision that you make just once. It is a supply chain that you take on. Watch the indication list. It started with prostate and neuroendocrine disease. A pharma company just started trialing a new alpha emitter from meningioma, a disease that was typically treated with radiation. The list will only grow from here. And every new indication scales the operational challenges the programs face. Where does the isotope come from and what happens to your schedule when the supply slips? Most programs are leaning on a concentrated supply base because so far that is exactly how the industry is built. But that means one slip upstream will shift ⁓ schedule whether you want it to or not. And then there's the no show. Lutetium, the workhorse of radioligand therapy today, has a six and a half day half-life. In traditional external beam radiotherapy, you just reschedule a patient. When a radioligand patient doesn't show up, you have a decaying isotope sitting inside your program. That is margin walking out the door. The clinical case for theronostics is strong and only getting stronger. The question I would ask before the program scales is the following. Are the supply, the schedule, and the dose economics built in a way that makes a program successful? And that carry the additional indications you are considering adding?