TTI.v: Thiogenesis Could Be the Next Soleno
A sharp look at Thiogenesis Therapeutics reveals striking similarities to Soleno Therapeutics ($SLNO)—now a $3B+ biotech success story.
Market Parallel:
Soleno’s FDA-approved therapy for Prader-Willi Syndrome (PWS) propelled shares from $4 to $72—a nearly $70 jump post-approval, based on a rare disease with 15,000–20,000 U.S. patients.
TTI's Opportunity Could Be Even Larger:
\* Targeting MELAS, another orphan disease with 15,000 U.S. patients
\* But with related mitochondrial disorders, addressable population expands to 60,000–70,000 patients
\* Positioned for EMA approval + 505(b)(2) pathway in the U.S.
Pricing Power:
Soleno priced its therapy at $466,000/year—a new benchmark in orphan pricing. Given MELAS is chronic and non-curative, TTI could command similar or higher pricing.
What Sets TTI Apart:
\* Targets a broader market than $SLNO
\* Aligned with FDA precedent: Soleno’s approval didn’t require a root-cause cure
\* Backed by European regulatory support
Soleno (SLNO) proved what’s possible in orphan biotech. With a broader market, similar FDA pathway, and high pricing potential, Thiogenesis could be next.
\*Posted on behalf of Thiogenesis Therapeutics.
[https://x.com/StckMasterFlash/status/1907149858806309077](https://x.com/StckMasterFlash/status/1907149858806309077)
