Theratechnologies Inc T.TH

Volume pickup last 45 mins

[Wino115]

Someone was a determined buyer of volume the just hour.

[scarlet1967]

And the short volume was quite low just 13%. Market Date Short Volume Total Volume (MM Shares) US:THTX Short Volume Ratio 2021-07-06 19,399 0.15 13.18 2021-07-02 3,479 0.04 8.69 2021-07-01 60,862 0.13 48.63 2021-06-30

[PWIB123]

There appears to be no buyers today and mostly selling pressure the last few days.  I'm really hoping for a very different earnings call next week.  

[Bucknelly21]

Always pressure on this dog...

[Bucknelly21]

I really hope somebody just buys this company I'm just over it

[SPCEO1]

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.

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Bucknelly21]

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?

[Wino115]

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

[CreatingApe]

wino beat me to the punch.

[jfm1330]

Relistening to the KOL presentation, one thing stood out to me, and it was how often they said that it needed to be proven on humans. It was the leitmotiv throughout the presentation. So yes, they looked very confident on the prospects, they looked confident that it will be proven on humans, but at the same time they were careful not going ahead of the facts. If the proof of concept woud be

[qwerty22]

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

[CreatingApe]

what do you think...With a marketing ace from PFIZER as our new CEO? Also do you think a life saving cancer treatment and life saving nash treatment will sell more easily than a niche drug for people who have HIV and want tighter stomachs?? Tired of the Thera cant sell drugs complaints. This is a whole other ball game now. New leader and targeting much more aggresive markets. If either drug gets

[jfm1330]

A possible NASH approval would come only in four to five years and it would cost a lot of money to get there and it will not drive the SP until some positive interim data. Oncology is a totally different ball game. If it works, the will be a flow of interim data and news, partnerships with proprietary drugs, new PDCs with generic drugs or radioisotopes, and a lot of different new clinical trials

[jfm1330]

Just a week ago I wrote that. So I told you in advance. What happened today is what I saw coming, the news is just out sooner than I expected. I listened to the call before commenting... It was clear to me, but it is even clearer now, they really think they have something groudbreaking in oncology. In the press release it is written this: The first half of 2021 has been marked by progress across

[scarlet1967]

We have agreed and disagreed on many things but I have to agree with your assessment. They are very confident about oncology thus far, they are screening patients at all centres and by now they should have been well above the MTD for docetaxel equal to 230mg/m2 of their ODC. The NASH decision is a business decision not based on clinical assessment.

[qwerty22]

"none futility". What does that mean? They have to prove none futility because they don't yet have data supporting none futility. That's a clinical thing, or the lack of a clinical thing. That is what they are telling us is adding to costs. Basically more patients. Of course clinical assessment is part of the business decision. They are actually saying it's central to this

[scarlet1967]

The NASH protocol including the futility part is harmonized and completed. That's all they said that's what they have managed to put together to get both agencies onboard if they had resources they most likely would have waited with the partnership but they are although with good cost management lately still not flooded with $$. That's why this is to me a business decision. The risks

[palinc2000]

From the MD&A  Update on Phase 3 clinical trial evaluating tesamorelin in NASH − Discussions with the FDA and the EMA on the trial design are complete. − The Phase 3 clinical trial will include participants in the U.S. and Europe. − The Phase 3 clinical trial will be a multicenter, double-blind, placebocontrolled two-part study to evaluate the safety and efficacy of tesamorelin in liver

[qwerty22]

I wanted an interim readout as part of a COMMERCIALLY VIABLE TRIAL. I know you see how massively important that is. That's not some trivial part of the puzzle. What we have is a piece of paper with a plan on it not an active clinical program. I knew it all along they wouldn't put all the necessary pieces together but in my naivety I held on to some hope of a creative solution. A

[scarlet1967]

25% added cost and the trial is not commercially justified? They have EMA onboard , a ready to go program and NASH is shelved ? Anyway no point to go back and forth I see things differently than you.

[jeffm34]

When asked what dosing level they are currently at with TH1902 the reply was, we can't say but we are increasing the dose approximately every 4 weeks and the dose was March 24.   I think he was saying we can't say but do the math. 

[jfm1330]

Again. The key point at the moment is to remember that they test patients just after injection of TH1902 and at different time intervals after that to know the level of free docetaxel in the bloodstream. If what they see is very low free docetaxel in the blood, they already know that they will go a lot above the maximum tolerable dose of docetaxel injected alone. Again. It is very important to

[Wino115]

This is how I read it too. We've often stated that the CMO's name is on the Sortilin academic papers that are published.  It is one of their Inhouse areas of expertise with the ex-Katana crew they hired. NASH is all outsourced to Harvard Medical/Grinspoon labs. It was certainly worth moving on NASH and getting it as far down the road as one of the very few Phase 3 trials -that is

[jfm1330]

Another key to understand today's news is the timeframe to obtain some certainty in oncolgy. I am sure they really look for a partner, but they should have the full results of phase Ia before making a decision on the NASH program. If, surprisingly, oncology would be a total failure with absolutely no good efficacy results, then, maybe they would think again about going in NASH alone. Remember

[SPCEO1]

At some point, a big new discovery in cancer will be enough to offset the failure to market the company well. WEc an't know yet whether TH-1902 will enter into the rarified air where a company's marketing inpetness does't matter anymore because the overwhelmingly important facts surrounding a new drug like TH-1902 (assuming the hopes we currently have actually become reality) is all

[stockman75]

It is painful at the moment. Not having any information. No webinars. We just sit and wait. killing me! 

[Bucknelly21]