Theratechnologies Inc T.TH

Delay in Phase 1 a --------Get over it

[palinc2000]

A few more months is no big deal in the big picture especially for those who think that the results will be noteworthy,,,,,Personnally I have no idea what the results will be,,,,but still  some HOPE

[SPCEO1]

At tis point, it isi most likely just one or two months more unless something wlse goes sidewards withthe trial. And, patient #2 does tell us something positive was happening, we just do not know exactly what. And even if something positive positive happened with at least patient #2, until the trial is officially over and TH reports out the results, there is still a chance that offsetting negative

[Biobob]

So what's coming up this week new lows again... more silence... What happens if the whole borad is voted out... can we propose candidates, can we propose changes to management (CEO, CFO).  I would really like to have Wino to represent us and give us a better picture of our options and best path for the future of the company.  I still don't know if we are better off settling for

[justus434]

This post has been removed in accordance with Community Policy

[Wino115]

I'm just guessing, but there's probably a way to fill out some paperwork and nominate someone for a Board seat.  You'd have to read up in their corporate bylaws or ask them.  I was hoping an institutional shareholder would put up a candidate or two.  If it's not an em0loyee of their firm, they wouldn't be insiders.  Was hoping Soleus might want a bit of

[Lee430]

Wino has my vote for a board member if he would accept the nomination/challenge. This may sound like a knee jerk reaction but the AGM is the only chance to make my frustrations heard, so this year I will most likely vote against all board members (570K shares) pretty sure it wont make a difference but possibly if my small growl if added to others here maybe it could be a roar that is finally

[SPCEO1]

If someone wanted to nominate a new board member, there is defintely a process that is needed to be put forward. Someone looked into last year if I recall correctly but I do not remember all the details. I think it also does not need to be associated with the AGM as a special meeting of shareholders can be called.  Now, you need to think through your voting - if you were successful in

[Lee430]

Sorry I did not explain the roar well, what I was hoping for with the roar is our board finally listens to the many suggestions here to get IR working on marketing to the retail investor so that we can get the SP above that magic $5.0....the frustration is this low hanging fruit is just rotting away on the vine.

[jfm1330]

If Thera's goal with patient #2 was to tease us about some positive outcome they would have specefied what happened to this patient after the fourth cycle. We need to look at it objectively. His first dose was 60 mg/m2. A quarter of the MTD of docetaxel alone. I know they saw some efficacy in animal models at a quarter of the dose, but a real patient is not an animal model. Marsolais in the

[LouisW]

My assumption is.....Patient 2 and 4 moved to 1.5x were because they are SORT1 positive patients. If they are not SORT1 positive, no need to treat more.

[qwerty22]

What you are actually talking about is OBSERVABLE Sortilin. If you have a very poor observation tool then you may score a patient as having no Sortilin when in fact you have low Sortilin which is below the detectable level. So it is possible to have an affect in a patient with no observable Sortilin because there is actually enough Sortilin to produce an affect you just can't see it with the

[Wino115]

You are right, we are speculating. Even without knowing the number of cycles or who stayed on, we do know there's an awful lot of PK/PD data they will have on a consistent individual patient basis.  That alone will be highly insightful one way or the other.    

[SPCEO1]

There is no doubt there is a lot we do not know yet. But we do know that TH did decide to share some additional info with us and it seems like the news that patient #2 went through multiple dosage levels and cycles was a message they intended to convey to investors. I don't  think they were trying to offer us any proof, just trying to keep us hopeful until the final results are out. Since

[Bucknelly21]

So are you saying we are going to have to wait till 2a !?

[SPCEO1]

The scientists are going to have to wait for statistical significance but I do not think the market will wait that long. If things are moving in t he right direction and the early results indicate some activity with the drug, at least some investors are likely to start betting on TH as soon as that is apparent. To me, it is already about 90% apparent but the final official word on the phase 1a is

[qwerty22]

I think there is 3 scenarios and you are missing the middle one. 1)1a failure - I agree looks remote at this stage but still possible. They are doing the final patients for a reason so their data counts towards any decision. 2) A sort of meh blob. Where we have little or no efficacy signal and we have to contend with the toxicities and the program still fails to ignite interest. Interest is

[SPCEO1]

I actually think there are probably many different scenarios and that is why I mentioned there will likely be some questionable data in the phase 1a final report as there often are some difficult data points in most drug trials, particularly early ones. But you are right to point out the "meh blob" option as a major category that might capture a number of those possibilities that I was

[jfm1330]

If we talk of the addition of patient #2 to the diagram just on the basis of intent from the company, you may be right that they did it to show that there was more data, but if it's the case, it's a coded and incomplete message. About returning to the drawing board, I think they were on the drawing board all along with SN38, si RNA, and they sure thought about other options. I still hope

[palinc2000]

Who the heck do you think you are telling Beliveau and Marsolais to wake up..??? You are full of BS... How can you make such a claim when you are not part of the scientific team having access to the Phase 1 data,,,,,You keep drawing conclusions not based on facts....No wonder you never made to the top ......That is probably why you appear to be a frustrated low ball science guy

[qwerty22]

Surely it's better to take your investment money to companies that work on this tech rather than endlessly hoping THTX will begin working in a tech space it's shown zero interest in.

[SPCEO1]

When I sent Christian JFM's suggestion about this many months back, I was thinking I was likely just bothering him with something they had already thought about or actually had already did it. I am pretty sure Christian is on top of such things way more than any of us, even JFM. It is also possible they did perform these tests and did not get the results we are looking for and therefore did

[jfm1330]

I can guarantee you that he is not...

[SPCEO1]

Guarantee is a strong word so it sounds like you know of what you speak. I guess there is good news and bad news in that. Good news that there is still a chance to do that analysis and bad news that it has not yet be done. 

[jfm1330]

The Gallium 68 imaging part should be in their short term plan if they think they have proof of concept. Toxicity is not a potential problem with Ga68, they should absolutely pursue it with animal model asap just to validate or not this path. The therapeutic side is more complicated because potential toxicity is a real issue, and it would be a long term endeavour to develop that, but doing the

[qwerty22]

I agree. Got to differentiate between JFM's pet projects and the company.

[qwerty22]

I don't think 1b is about statistical significance. It's still really about getting support for a continued program in each separate cancer.

[SPCEO1]

When you say "support" you are referring to clinical evidence from the 1b rather than money or partner support, right?

[qwerty22]

Yes. So is your think time is so short that 1a has to support the next financing?

[SPCEO1]

The timing of the next financing is a call the board will have to make and they have proven to be realtively cautious about this in the past by acting early rather than late, which is normally a good idea since if you wait too long the shorts come in and kill your stock knowing you have to raise money and they can punish the stock knowing they will be able to close out a profitable trade (cover