Theratechnologies Inc T.TH

New Corporate Presentation up

[SPCEO1]

https://www.theratech.com/static-files/ddb819a0-33ef-485d-aae8-d587b8cb36bf

I don't think it tells us anything we did not already know or presume but  have only had time to glance at it.

[Trogarzon]

Ok just went trought it and the only difference is the company market cap that keeps going down in the profile section. Like nothing really exciting.. still no partner.. the alternative financing part highlited.. ok you'll put us more in dept to finance a projects nobody want's to partner with you for (like not a zero cash upfront with some Chinese knockoff biotect scam). More of the same.

[houbahop]

I am quite surprised you haven't been put on "ignore" for posting these comments. I have warned this board for years (maybe a decade?) about Theratechnologies: - Spending hundreds of millions of $$$ on research that would not create value for shareholders even with results good enough to bring to commercialization. - Total lack of transparency. - Look at the Retained Earnings row

[SPCEO1]

Anyone want to take a guess as to what the blue "2" means under the first patient at the 300mg level?

[Trogarzon]

2$ stock price lol

[SPCEO1]

It seems like it refers to the 2nd footnote which says this is the currently available dose. But I am not 100% sure of that. Probably 95% sure but wonder if there are other theories out there.

[SPCEO1]

I am guessing the dashed green boxes indicate the patients that recieved this dosage. So patient 1 passed away and I am guessing patient 3 did too. I am not sure why the patients 2,4 and 5 did not move to the 420 level - anyone know why they might not have advanced to this higher level - poor health perhaps? They took a quick dip from 420 to 360 to look at that as an option but evidently decided

[qwerty22]

I'd say you're right.

[qwerty22]

It looks like a complicated picture at 420. First two patients dropout at 420 (let's assume the worst - for toxicity). Then they appear to 'dabble' with an intermediate dose for patient 8. Then the 3 420 patients with 1 DLT so they move to enrol 3 more at 420, but then they stop at one patient and move back to 300. Seems like an intense decision making process at that dose. Looks on

[qwerty22]

I think this complicated picture is probably quite normal and why most companies don't share meaningful data until the end of the process where it can all be put into perspective. With this update I think this is at the more transparent end of the spectrum in terms of letting us know how the trial is unfolding (sans efficacy of course).

[SPCEO1]

Things clearly got a little hairy for them at the 420mg level and this is what has delayed things so much. I really wish there were dates along the bottom to indicate the timeline more accurately. They had the chance to tell us some of this earlier and chose not to and I have to assume they are showing us more now because they now have a confidence level that is pretty high about how it is going

[qwerty22]

You tell a compelling story. A period of uncertainty and some resolution. Let's hope the next 3 months benefit from the troubleshooting they must have been doing and run smoothly.  

[qwerty22]

The other thing is half the presentation is on SORT1 and it comes first.

[SPCEO1]

Ia m not sure how it works in these trials and you likely do know. But, if there was a DLT with 6 and 7, don't you think that would be noted on the slide? Can patients just cry "uncle" even if the side-effects are not bad enough to be classified as a DLT or AE? Could it be  that 6 and 7 just had other health issues due to their cancer - that was the impression I had.

[LouisW]

What does dash line box mean?

[qwerty22]

I think it means those patients that moved forward from the lower dose to that dose. So patient 1 dropped out at dose 1. Patient 2 started at dose 2 but moved forward to dose 3, 4 and 5. Patient 3 had dose 3 but dropped out before dose 4. Patient 4 started at dose 4 and moved forward to dose 5. Etc. looks like they stopped that format at dose 5, I guess because the whole thing would look very

[LouisW]

Thanks for the reply. So meaning three patients(2, 4.and 5) were does 300? I was worried only one patient was does 300...

[jeffm34]

"Explore the need for a companion diagnostic for SORT1 to determine correlation of sortilin expression with response, improve patient selection, track treatment efficacy and identify early metastases"   Is there an opportunity to commercialize a diagnostic and use it for routine metastases screening and not just use it for patient selection and responses? 

[juniper88]

Those are the patient numbers who also took that dose. You'll notice that patient #2 took at least 4 cycles. Maybe more because Thera didn't put dashed boxes after that. Patients stop the trial after progression, so likely patient 2 would at least have had some signal of efficacy or he/she would not have made it that far. Furthermore patient #2 started at 60mg/m2.

[LouisW]

Thanks. It convinces me that 300 is likely a final MTD. I hope not to lower down the does again since that will be a disaster. 

[SPCEO1]

While it probably will not happen, even if they ended up moving a notch lower TH-1902 would still be getting 5-7x as much docetaxel into cancerous cells as docetaxel alone. Plus they should be able to dose more frequently and over a longer period of time. So, 300mg will likely be it but it is not the end of the program if they go lower.

[qwerty22]

You could be right.

[qwerty22]

I think it's much clearer about what has happened so far in the trial (so much less presuming). So if they get to patient 18 then maximum we have 14 evaluable patients at a dose of 300+, I guess we have to expect more dropouts. That seems reasonable.