Om det stemmer at Oranomed også er en skjult kunde av Thor Medical så er det givende å se at dagens annonenserte kunde(Radiomedix) også har en avtale med Oranomed. Sanofi utgjør denne trioen. Thor medical starter å få nærme bånd til et BP 
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Kommer vel ikke fra Thor dette ?
«AdvanCell has received the first delivery of high-activity Th-228 - a key starting material for producing Pb-212 for targeted alpha therapies from U.S. Department of Energy (DOE) National Isotope Development Center.»
Ja, det stemmer. Ble overrasket av at det var andre enn Thor som leverte Th228.
Så da ser med ett caset ikke like spennende ut lengre ?
Fortsatt spennende, men viser at det eksisterer konkurranse. Årsaken kan være fulle ordrebøker på Thor sitt pilot anlegg samt advancells behov for rask leveranse av TH228.
Ingen aning hvor mye TH228 DOE kan produsere i kommende større studier/godkjent behandling.
The U.S. Department of Energy (DOE), through its Isotope Program (IP), significantly increased its production of Thorium-228 (Th-228) to meet rising demand, dispensing roughly 690 millicuries (mCi) in FY23 and planning to more than double that in FY24 by optimizing supply from Oak Ridge National Laboratory (ORNL) and adding capabilities at Pacific Northwest National Laboratory (PNNL) for
Th-228 and Ra/Pb generator production. While exact current figures vary, the goal is to ensure a robust domestic supply for medical applications, especially as a parent material for radium-224/lead-212 (Ra/Pb) generators.
Key Production Details:
- FY23 Output: Around 690 mCi of Th-228 was dispensed by the DOE IP.
- FY24 Goals: Doubling the FY23 output on a monthly basis, with production scaling up at both ORNL and PNNL.
- Production Method: Th-228 is “milked” from a parent material, typically Thorium-229 (Th-229), or extracted from natural thorium salts, with ORNL being a primary source for these operations.
Why it matters:
- Medical Isotopes: Th-228 is crucial as a parent isotope for producing other important medical isotopes like radium-224 (Ra-224) and lead-212 (Pb-212), used in targeted alpha therapy for cancer treatment.
- Domestic Supply: The DOE’s efforts focus on creating a strong domestic supply chain for these critical alpha-emitter isotopes, reducing reliance on foreign sources.
In summary, the DOE’s production of Th-228 is expanding significantly from hundreds of mCi levels, aiming for much higher quantities to support the growing medical demand.
Det du linker viser at det eksisterer konkurranse, noe som også vil øke fremover. Det understreker også at flere produsenter har stor tro på at pågående studier som bruker pb212 i sin behandling vil vise effekt i pågående og kommende studier.
Rosinen i pølsa for Thor blir pris og den patenterte teknologien.
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Må bare si det er ganske utrolig at dette er overraskende, når man ser på hvor tilgjengelig informasjonen er
Det er jo undervurdering av konkurransesituasjon som har har endt reisen for enkelte biotekselskaper
Det er ikke overraskende at det finnes konkurranse, det vet vi allerede ifb med Oranomed. Men det er overraskende at DOE leverer til Advancell når Thor Medical allerede har signert en leveranse avtale.
Du skrev dette
Beklager for at jeg ikke la inn “Til Advancell” i slutten av setningen, så for meg at du og forumet klarte å falle til den slutningen selv. Skal starte med sølvskjeer fra nå av.
Må si at DOE ikke akkurat er hvilken som helst konkurrent
Mulig jeg blander, men mener det er nevnt fra ledelsen tidligere at DoE ikke ønsker denne driften og står klare til å avvikle så snart noen andre kan ta over leveransene.
I følge Ai… skal sies at det stemmer rimelig overens med det jeg har lest om dette tidligere også…
The U.S. Department of Energy (DOE) does not have a formal, large-scale plan to deploy thorium reactors for commercial power generation at this time. Instead, its activities are focused on research, development, and testing of thorium-based fuels in collaboration with private companies and research laboratories, primarily the Idaho National Laboratory (INL) and Oak Ridge National Laboratory (ORNL).
The DOE’s approach to thorium involves several key initiatives:
- Fuel Testing Partnerships : The DOE has a significant partnership with a private company, Clean Core Thorium Energy, to test its patented thorium-uranium fuel (called ANEEL fuel). This fuel, which uses high-assay low-enriched uranium (HALEU) as a driver, is being tested at the Advanced Test Reactor at INL.
- Isotope Production : ORNL routinely produces thorium-228, which is used for medical applications, specifically in the production of isotopes for targeted alpha therapy research.
- Historical Remediation : Under Title X of the Energy Policy Act of 1992, the DOE is responsible for reimbursing licensees of former thorium and uranium processing sites for remedial action costs.
- Congressional Reports : The DOE has been directed by Congress to provide reports on the potential use of thorium and uranium-233 as fuel for advanced nuclear reactors, as well as to describe potential considerations for a domestic thorium molten-salt reactor program.
- Advanced Reactor Support : While not exclusively thorium, the DOE has announced a pilot program and supports several advanced nuclear reactor projects (eleven were announced in mid-2025) to accelerate clean energy goals and rebuild the domestic nuclear fuel production base.
The U.S. government supports the private-sector exploration of thorium as an alternative fuel source through research authorization, with the goal of potentially unlocking private funding and streamlining future commercial licensing activities. This is distinct from countries like India and China, which have national, long-term, government-led plans to utilize their abundant thorium reserves for future energy independence.
Developing an economically and technically viable commercial market for an isotope can take decades. The IRP
remains committed to working closely with industry to commercialize promising technologies and promote the
growth of independent domestic producers, ensuring a seamless transition that does not disrupt isotope supply or hinder ongoing research. Once domestic commercial production is established, IRP ceases production to avoid competition with the private sector, as was historically illustrated by strontium-82 for cardiac heart imaging and germanium-68 for medical diagnostics.
Så bottom line betyr det at de statlige også satser på å levere til commercial bulk så det blir en reell konkurrent?
Nei.
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Vi får håpe på en Santa Claus Rally før Desember er omme 
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