The last two corporate presentations "In the United States (US), HTE prevalence has been estimated to range from 2 to 14% in 2016–2017 [8, 9].
However, at 24 months after regimen start, HTE PLWH still had an 80% cumulative probability of achieving undetectability (VL < 50 copies/mL) and a 92% cumulative probability of maintaining CD4 cell counts ≥ 200 cells/µL
Heavily treatment-experienced people living with HIV in the OPERA® cohort: population characteristics and clinical outcomes | BMC Infectious Diseases | Full Text
It seems the median population of heavily treated patients is about 8% of those 8 per cent couldn't maintain CD4 counts resulting in viral failure and patients were diagnosed with AIDS(over 24 thousand participants published February 2023).
The company in the previous CP estimated 7.9% HTE and 6.4% viral failure! I am not sure why the detailed statistics have been removed and the new HTE is 3.4%!
As for Egrifta they are now talking about "Excess Visceral Abdominal Fat" rather than hard belly maybe they updated the numbers based on those 400 patients enrolled in the observational study measuring VAT started May 2022 as it says the numbers is based on internal research.
The Visceral Adiposity Measurement and Observation Study - Full Text View - ClinicalTrials.gov
Another interesting thing is in the last presentation Oncology part was after NASH versus now before so one can only hope as they should have completed their analysis of the human data by now they are more confident about the program?!
https://www.theratech.com/static-files/e164a748-7c44-481f-8967-9c77b4daffb0
THTX Corporate Deck Jan 6 vF2.pdf
THTX Corporate Deck March 9 v8 Final Copy.pdf