Why I Think PSTV Is Moving Into Another Level
People are starting to miss the bigger picture here.
Look at what is already being shown with REYOBIQ.
For recurrent GBM, historical therapies such as bevacizumab based approaches have often shown median overall survival in roughly the 7 to 10 month range, while PSTV has already reported approximately 17 months median overall survival in patients receiving ≥100 Gy. That is approaching 2x historical survival ranges and is not something you casually ignore.
Now look at LM.
LM is one of the most devastating CNS conditions with historical survival often around 2 to 6 months, and PSTV has already reported approximately 9 months median overall survival at the recommended Phase 2 dose. Depending on the comparison used, that represents a meaningful improvement versus historical outcomes.
And here is the part many seem to overlook…
This is not even including the ongoing Phase 2 strategy involving multiple doses.
The GBM data discussed above came from earlier findings, and LM has moved into a multidose design intended to optimize therapeutic exposure. Nobody can claim improved survival yet because the data still has to mature, but if increased and sustained exposure translates into better outcomes, the upside becomes very interesting.
Then add everything else around it:
CNSide reimbursement progress
Medicare enrollment progress
Manufacturing scale up already underway
FDA discussions involving overall survival and accelerated approval pathways
Diagnostics and therapeutics under one roof
At some point the discussion changes from “Can PSTV survive?” to “How big can PSTV become if the data continues holding up?”
Not financial advice. Just connecting publicly available information.