Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

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.

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Theratechnologies Inc > Pricing failure

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Comment by SPCEO1on Jul 07, 2022 12:59pm

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Post# 34808795

RE:RE:Pricing failure

You are looking at that incorrectly. They may indeed have seen signs of efficacy in the phase 1a. But since the phase 1a was looking only at safety, signs of efficacy were not even being monitored as they are in the phase 1b. So, they may have seen indications the drug works in phase 1a but those patients were not likely being scanned after six and twelve weeks and may not even have been on the drug for the twelve weeks needed to scientifically establish a preliminary sign of efficacy. If it is correct that they have seen signs of the drug working in the 1a, and it might not be, then they really cannot say that since they cannot back it up scientifically.

As for the phase 1b, we are just about 2 months into that. If they did not roll over any patients from the phase 1a, then the 12 weeks will not be completed until early August. So, again, they cannot scientifically claim anything about efficacy until they have the data to back it up. And it makes perfect sense that they have not been able to gather the required data to make that claim over the last 16 months.

THTX has been very quiet over the past two months but prior to that management appeared pretty optimistic about their chances of seeing efficacy with TH-1902. Let's hope that optimism translates into reality soon, which it could. But, unless some of the late phase 1a patients rolled over into the phase 1b, effectively giving it a head start, and only if such rolled over patients then had a good result, we cannot hear anything about efficacy until early August (and that assumes quick enrollment at the start of the trial, which may not be a good assumption, as well as the drug actually working on the first patients, which it might not).

jeffm34 wrote:
Patients have been getting TH1902 for 16 months now and still no sign or hint of efficacy. The longer the silence continues the lower the share price.

Trogarzon wrote: It's a strategy... let it plummet until th1902 is priced as a total writoff and then put out your not so good news and praise your 80m in sales and you 10% line of credit... that's what is happening.