Theratechnologies Inc T.TH

Re-listened to the Q3 conference call

[SPCEO1]

It is always good to re-listen to these calls because I find you always pick up on things you did not hear the first time around.

What I did hear the first time around was a lot of enthusiatic comments about TH-1902. But upon listening again, it was even more striking. We know they are much more aware of things that are going on in the phase 1a trial than they are currently letting us know about, but it is apparent those things are leading them to characterize their hopes for this trial in a very, very positive way. So that is encouraging.

On the issue of the neutropenia and reaching the MTD, Christian indicated no surprise at all about the neutropenia at this level of dosage and said they know they are already close to DLT's. He  made a comment that basically said they know some Docetaxel will get into healthy cells but beleive more will get into the cancerous cells. So, while we did not get a description of exactly how Docetaxel is getting into healthy cells they clearly expect it to at some point. That may be something for Qwerty to give some thought to. If you want to listen to it, it came at the 40:25 mark of the call. BUt what I heard was they totally expect neutropenia at some point to occur and it probably will occur sometime around where they are at now in the trial.

[qwerty22]

I think it's the absence of an efficacy signal at this point that's got me a bit jittery. It would be nice to have some sort of efficacy alongside this neutropenia in order to feel more confidence that they had a therapeutic window to play in. I'm trying to forget my expectations that built up based on the pretty clean mouse data. I have a memory that Paul said a while back that the

[SPCEO1]

A couple of additional thoughts about this - I don't remember the rat data, so I can't help you there. My 62 year old brain is still pretty good but remembering all those details is probably not happening anymore! I imagine that was in the cancer KOL presentation so we could go back and see if they said it there. Also, much that small biotechs do and do not say about their trials is

[Wino115]

My also clouded recollection of the rat data was that we first heard about it around the time one of their conference posters was released.  There may have been a chart in the poster that pointed to that dosage. It may be in the published article too, not sure.  I believe your nemesis JFM dug it out.  Then it was either at the quarterly call around then or some other call where they