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Bullboard - Stock Discussion Forum Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

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... see more

TSX:TH - Post Discussion

Theratechnologies Inc > Had a thought
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Post by qwerty22 on Nov 26, 2021 11:37am

Had a thought

With Trodelvy getting approval in tnbc in Apr 2021 I suspect that has significantly reduced that cancer type from getting enrolled in this trial. Presumably from Apr all tnbc patients that had failed all other approved drugs would have moved to Trodelvy before getting enrolled on any clinical trial. That would have cut off access to a known high sort1 expressing cancer. Might be why the company has emphasized enrolment in two untreatable cancers and maybe a partial explanation for the delay in picking up responders. We may need to wait until Trodelvy fails work their way through the system to get a shot a tnbc patients. Maybe they got lucky they weren't wholely reliant on this cancer type.
Comment by Wino115 on Nov 26, 2021 7:36pm
Funny you mention that as I actually just finally read the entire new paper they submitted last month. As you know, it all revolves around their study on TNBC. Sort1 sure does work well against the top two strains of breast cancer. You could be right and I don't know enough about how these trials are sourced to guess. The two things I remember are that Trodelvy is listed as having failed 2 ...more  
Comment by jfm1330 on Nov 27, 2021 12:12pm
With Trodelvy having 33% response rate and 45% clinical benefit rate (those with at least stable disease for at least 6 months), there is still many TNBC patients with overexressed sortilin available for the phase Ib and also for a possible phase II. The remaining question at this point, given the dose they are at in the phase Ia right now (likely twice the MTD of docetaxel alone), is if the ...more  
Comment by jfm1330 on Nov 27, 2021 12:25pm
One more thing, even though the study is for "all comers", I think they can still select patients to have the right balance between those overexpressing sortilin and those who don't. We already know that some advanced cancer have 90% of patients overexpressing sortilin. So just by selecting patients with these type of cancer, chances are very high they will have patients ...more  
Comment by qwerty22 on Nov 27, 2021 12:57pm
I don't want to over-egg this. I do think every late stage tnbc patient who can access Trodelvy will want to try it even if it ends up failing. I guess I'm just looking for reasons why things seem to have been slower than we expected. Maybe they haven't and I just had too high expectations on how quickly things would proceed. As an 'excuse' for slow enrolment it's fairly ...more  
Comment by Wino115 on Nov 27, 2021 7:31pm
It must have some impact to the whole TNBC-wide area in oncology and there's just so many trials going on, that it could very well have played a part - especially since they are in those large centers loaded with trials.   On JFMs point - one thing I picked up on again in the new paper was that fact, reported before, that there was a strain of one tumor type (I believe it was a colon ...more  
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