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.

TSX:TH - Post by User

Theratechnologies Inc > Addressable market

<< Previous

Bullboard Posts

Next >>

Comment by scarlet1967on May 04, 2023 1:20pm

54 Views

Post# 35430501

RE:RE:RE:RE:RE:Addressable market

Heavily treated patients still have two or three different classes of antivirals to choose from if Trogarzo shows therapeutic benefits it makes a good contender.

scarlet1967 wrote:
If you look at the groups(both MDR) one is HTE without Trogarzo and the second group is HTE with Trogarzo. As of now Trogarzo is prescribed to salvage group of patients which have failed all previous regimen. The purpose of this study is to show the therapeutic benefits of Trogarzo in earlier lines of treatments so basically if successful they have a good argument to make convincing doctors and patients starting on Trogarzo earlier due to its effectiveness among the heavily treated patients. HIV positive patients start the treatment with two or three antivirals that would be first line of treatment if failed they will switch to second line (different antivirals) if that fails third line etc. so after the first line the rest of those patients are classsed as MDR!
Heavily treated patients as per company's estimates some 30 plus thousand are technically patients who have tried at least three regimens.

SPCEO1 wrote: Replying to Scarlett, I would love to believe that Trogarzo could play a role in treatment above the last ditch MDR market, but it does not seem like the study you are referring to suggests that this is what they are looking at. Clearly, the patients receiving Trogarzo will be MDR patients. Those not receiving it I am not sure about but am guessing they are also MDR patients. Perhaps you know that this trial is looking at non-MDR patients higher up the treatment scale - if so let us know that. But my long ago recollection is that Taimed and THTX never thought of Trogarzo as a drug that could adequately compete with the other treatments outside the MDR market - that was going to be the next version of Trogarzo but Taimed has focused more on drug manufacturing than drug discovery in recent years so little progress has been made on that front.

scarlet1967 wrote:

Joemare wrote: I must say it's news. It's all about the penetration rate, 25% of that market within 12-18 months.
Good news today.

They are also conducting another trial(promise) comparing heavily treated patients with and without Trogarzo. If the results are favourable that would be definitely very helpful to convince doctors and patients including Trogarzo in earlier line of treatments which is much bigger(as per company's estimates 30 plus thousand)market to penetrate.

"To compare the virologic, immunologic and clinical outcomes of patients receiving ibalizumabtreatment vs. matched patients not receiving ibalizumab."

https://clinicaltrials.gov/ct2/show/NCT05388474