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Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. It blocks viral entry into host cells while preserving normal immunologic function. The Company is also investigating an intramuscular method of administration of Trogarzo. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy.


TSX:TH - Post by User

Comment by qwerty22on Jul 07, 2021 6:30pm
159 Views
Post# 33509694

RE:RE:RE:RE:RE:RE:RE:RE:Volume pickup last 45 mins

RE:RE:RE:RE:RE:RE:RE:RE:Volume pickup last 45 mins

I'm sure marketing matters and can add to things in niche circumstance but there is a baseline from where marketing has to move things. In the case of Trogarzo that baseline was set very low by the label, by payers and in the clinic as a drug of last resort. It's a clinically solid drug but that is the niche it finds itself in.

If their PDC becomes a cancer drug the profile of the drug (it's data) is going to determine how it fits into the clinic. If it has a clear role to play fighting late-stage pancreatic cancer or breast cancer or whatever then I don't think oncologists will have too much trouble finding it. You see new cancer approvals, when they have a clear role to play, always seem to make a big splash.

Padcev was a new option in bladder cancer, which has few other options, and made $200+mil in it's first (Covid) year. It's far from perfect but doctors seem to want to use it. I can't see why thtx can't match that (if the drug works). It will have been generating data for 3/4/5 years by then, I'm sure it's visiblity will have increased by then.


Wino115 wrote: Good question but there is a huge difference between niche HIV drugs where the market was not really even known, except that it was very small, and a potentially huge market for their pipeline drugs.  They definitely had bad strategic advice on the market potential for Trogarzo.

But in oncology, the market for these tumors in 4L refractory is very well scoped out and even more so for doxcetaxel based therapies (of course, they are not limited to just taxol). The commercialization risks are, in my view, significantly lower than what they faced in the HIV field.  We're talking peak revenues in billions, not millions, if they work on 4-6 of the tumor types. So the fact it's a well known large unmet need and the chemo bomb is still used to this day bodes well for rapidly being able to commercialize.  I don't foresee the fumbles like on the HIV drugs. I think it would be hard if TH1902 works not to see it produce significant revenue quickly for THTX.

I was reading a prostate KOL call and here's all the doctor thought was needed to beat docetaxel monotherapy if you wanted to capture the prostate market.  I realize that is not one in our basket trial, but just shows the bogey is really beating docetaxel monotherapy for TH1902.  Anything shown beyond that will just allow them to tackle more of the refractory market. If it works, there will be a "...clear benefit..." as this KOL wants to see before using it. 

"Our KOL was less impressed with Arcus’s adenosine agonist (etrumadenant) + PD-1 (zimberelimab) combination in mCRPC and wants to see a clear benefit to docetaxel monotherapy Dr. Barata would like to see 40-50% ORR, PFS of 7-9 months, and PSA50 responses out to 6+ months for Arcus’s randomized data for etrumadenant + zimberelimab + docetaxel vs docetaxel in 1H22: Dr. Barata noted that the data are premature, and Dr. Barata would want to see randomized data in measurable disease patients with 40-50% response rate, a radiographic PFS of 7-9 months, and PSA50 responses out to 6-9 months. We note that we get randomized data for etrumadenant + zimberelimab + docetaxel vs docetaxel in 1H22.

 
Bucknelly21 wrote:
SPCEO1 wrote: TH is on the cusp of what could be an amazing medical breakthrough in cancer, so you really don't want anything like that to happen until after we get the cancer data.
Bucknelly21 wrote: I really hope somebody just buys this company I'm just over it

 
no but I just think they are terrible at the non science part of business, so will they even be able to capitalize on the breakthrough if they get there? Or will they blow that up?
 




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