RNAZ TransCode Therapeutics Inc

$RNAZ I just saw an ad on CNBC so came to take a look. My first red flag was the ad proclaiming Harvard Med professionals in this company. Then I took a look at it. Good grief! How much dilution is enough for their investors?

$RNAZ 🤝 TransCode Therapeutics, Inc. initiated a formal strategic process to evaluate licensing arrangements, development partnerships, and other strategic transactions to maximize the value of its oncology portfolio and lead candidate TTX-MC138. Prioritized by relevance

$RNAZ The future of cancer care is about intercepting resistance before it even shows up on a scan. Traditionally, oncologists have had to wait for a tumor to physically grow before changing an ineffective treatment. The pivotal SERENA-6 study flips this script using ctDNA (liquid biopsy). By using routine blood tests, doctors can catch hormone-resistance mutations at the microscopic level. SERENA-6 proved that switching patients to a next-gen therapy (camizestrant) the moment ctDNA flags a mutation nearly doubles progression-free survival (16.8 vs. 9.2 months). We are moving away from reactive oncology and entering the era of real-time, proactive interception. Below are a few key sources and commentary on how ctDNA is reshaping treatment decision trees and the future of cancer care:

$RNAZ It is relatively easy to recruit patients with metastatic disease who have exhausted current state-of-the-art treatment options—just like in the previous TTX study (now closed to new patients). ​This is in stark contrast to recruiting patients who do not yet have visible metastases, but show elevated circulating tumor DNA (ctDNA) signaling likely progression within ~a year. For these patients, standard-of-care options still exist to slow disease progression. On top of that, over the course of a year, other proven or emerging therapies may become available. ​Given the choice between known, proven options vs. taking a risk on TransCode’s trial with the unknown long-term effects of TTX-MC138, most patients will naturally exhaust standard options first before turning to experimental therapies. We are currently missing preclinical data that proves a strong rationale for ctDNA-only patients to skip standard therapies in favor of TTX.

$RNAZ is trading sharply higher on partnership following a Business Wire release. Natera and TransCode Therapeutics collaborate on Phase 2a trial using Signatera MRD testing to identify colorectal cancer patients for TTX-MC138 treatment evaluation. RTPR pushed this release out to users at 7:30:00 AM ET