Theratechnologies Inc T.TH

RE:RE:RE:RE:RE:RE:A few answers on IMMU

[SPCEO1]

The Christians here are always up for a good revival! And we wouldn't mind the stock having one too! 

qwerty22 wrote:

I don't think revivals will jump in until after approval. That's how it went with trop-2

 

jfm1330 wrote: Interesting article about trop-2 as a target in cancer, worth reading. An interesting part of the paper for me is the imaging section, experiments have been made to develop an imaging tool, some involving Ga68, and some therapeutic stuff involving Lu177.

This article also show that the day Thera will come out with convincing data with TH1902, you will see a gold rush aiming at sortilin as a cancer target. Thera will be well ahead in this race, but the day there will be clear validation, ADC developpers will go after it.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6402435/


 

 

jfm1330 wrote: I looked for results of their phase I basket trial. I only found results for four cancer types, TNBC, urothelial (both now approved indications, and non small cells lung cancer (NSCLC) and HR+ breast cancer. All the other cancer types that they tested in phase I are not reported, this includes colorectal, pancreas, ovarian, gastric, bladder, prostate, kidney, esophageal adenocarcinoma and squamous cell carcinoma of the tonsil. So alot of the cancers from phase I seems to be off the map.

Again, the big question right noe is what is the expression difference between Torp-2 receptor and sortilin. If sortilin expression is generally higher it would be a huge advantage. We also know that sortilin's primary role is to traffic molecules in and out of the cell. So we knoe it's a receptor that will internalize ligands that can bind it. Is it the case of Trop-2?. Also, and ADC like Trodelvy, is about 20 times bigger than a PDC like TH1902. So the question is how the two compare when it comes to internalization into cells. ADC is surely more stable than PDC, but rate of internalization of PDC, deending on the nature of the receptor can be much higher, especially with a receptor like sortilin. Than you have the potency of the cytotoxic agent. SN38 is much more potent than docetaxel, but we don't know the concentration of each that can be achieved. All that to say that comparison between TH1902/sortilin and Trodelvy/Trop-2 is hard to make, but many aspects of it could be on TH1902/sortilin's favor. Time and experiments will tell.

Wino115 wrote:

Yes, they have been testing it for other indications and that was the basis on which Gilead snapped it up. I am guessing here, but at the time of  the $21bil acquisition I recall there were a fair number of both mono therapy trials and combo trials they had started and they were in various phases at the time of the takeover.  I believe the furthest along was for a new indication (other than metastatic TNBC) and the phase 2 readout was not that impressive compared to SOC therapies for that cancer.  I think one of the combo trials was also on the "meh" side.  But there are still a bunch of trials going on with the IMMU drugs Gilead bought.  

I don't think I have ever heard THTX say they will immediately stop the basket trial or getting a comprehensive data set on the basket trial.  They've only stated that if one tumor sees a strong data set around safety and efficacy, they will design a P2 and get FDA sign off and start going on it. From what I can see, it would be common to have a few trials going providing you see the efficacy.  At that point you could easily trigger the ATM or raise capital to fund what are quite small and short trials, so why wouldn't you?  Further, if you see a decent number with some level of efficacy, maybe you can add the "for all solid tumors over expressing Sort1 that are advanced and refractory, or metasticizing" .  That is Christian's Holy Grail if he can get it there.

 

 

jfm1330 wrote: Don't forget that we have a smal basket trial in the basket trial. They will try it on many other cancer types. For example, in their previous corporate presentions they had neuroendocrine cancers listed as cancer type that could overexpress sortilin. this cancer is not a main basket with many patients, but they could enroll a couple of them in the basket in the basket part. By the way, since you did research on IMMU, do you know what their efficacy results were in other cancer types results. Maybe I am too optimistic, but I think they will have good enough results to justify a phase II in more than one indication. 
 

 

Wino115 wrote: They seemed to focus pretty quickly on TNBC from their basket trial as the data pointed to OK response rates and efficacy. Their basket trial looks fairly similar to THTX but was spread even wider amongst tumor types.