Theratechnologies Inc T.TH

Meeting with management

[SPCEO1]

Along with three other large shareholders, I had a call yesterday afternoon with the CEO, CFO and CMO. I don't have a lot of time right now to summarize it well but it was an encouraging call. On cancer the CMO said the results are tracking close to what they expected from the preclinical work. I will post more later but the main takeaway is that cancer seems to be on a good path.

[longterm56]

Sorry for being cynical, but I think the "main takeaway" is that they were campaigning for votes for the Board.  A meeting with you "along with three other large shareholders"  5 days before the AGM?  Seriously?    -LT

[stockman75]

You are cynical for good reason. I voted against all board members to send a message. I have some trust issues with the board. I think the science is solid and a lot of promise. 

[SPCEO1]

Yeah, you are being overly cynical, which I admit is understandable. But we had already voted our shares prior to the meeting. And nothing about the meeting or who we were voting for or against even came up.  Also, I believe there is a very good chance that all of us will be less cynical as the months roll forward. Every action the company is taking highlights that they think they have

[Garp1]

Completly agree with you.

[palinc2000]

This is fantastic news but how many shares do we need to hold to get access to such info?  

[SPCEO1]

Zero shares since I report to you here about it. But the group on the call collectively controls about 14% of the shares. 

[Bucknelly21]

Lets hope the science can overcome the endless shortcomings dealing with the markets...

[palinc2000]

I see you are now the messenger for the company...congratulations However something in your message is very surprising Indeed pre clinical studies and data were about safety (dosing etc,,) and of course efficacy in 6 or 7 cancer indications So the CMO told you that the results in the clinical trial are closely  tracking the pre clinical results...Did he qualify his statement at being 

[CreatingApe]

Once again it seems you are trying to get Spceo to stop sharing with us. And again trying to possibly get the company in which you are invested in trouble. Why. From what I remember they have made that same statement in multiple calls and press releases already. "Closely in line with pre clinical" Obviously they didn't elaborate to a few big shareholders about efficacy weeks before

[palinc2000]

So tell me what being in line with .......means.    

[SPCEO1]

He did not qualify his statement - just said that what they are seeing in the trial matches up pretty closely with what they saw in their pre-clinical work. How you interpret that is up to you. I interpret it  as a pretty confident statement about the trajectory of the trials but not more than that. We know if the trials continue to line up nicely with the pre-clinical work, than efficacy

[Wino115]

I think the most intriguing fact mentioned is that the current read from what they know is that the plan of administration is to shoot for a massive 10 cycles.  That would be 33 weeks under treatment which, if they can do it, would give them a nice lead in the progression free survival endpoint.  Very intriguing that the CMO would say this as it's super positive in my book, obviously

[SPCEO1]

He thinks whatever side effects TH-1902 has will dissipate quickly between cycles and will not have the cumulative effect that docetaxcel has. Hopefully that proves to be true.

[qwerty22]

Yep, one of the things I meant to mention but missed out. That seems like a fairly wild claim at this point in time. Maybe patient #2 has reached 10 cycles if you include the early low doses, would seem possible. IDK.

[SPCEO1]

I hope patient number 2 has had that many cycles but I did not think that was what  Christian was saying. I think he was suggesting (not saying, so this is my interpretation) it is possible based on what he has seen so far and that seemed to be that the cumulative toxicity of TH-1902 was nowhere near as bad as that of regualr docetaxel treatments. He said something like the regular docetaxel

[stockman75]

Questions hopefully not too ignorent as I am much further down on the curve following all the details than the active posters here... You said Christian mentioned some of the tolerability issues could be related to the condition of the patients not necessarily the drug. Few questions come to mind related to this and MTD 1) would that mean in less severe cancer patients they could tolerate

[SPCEO1]

I will take a stab at this but you should probably hope one of scientific teamwill weigh in to get a decent answer. See below in red

[qwerty22]

Green

[jeffm34]

treating advanced cancers should be an advantage for TH1902. A lot of those cases will have developed resistance which TH1902 might be able to overcome and also the sortilin expression is higher in advanced cancers. 

[jfm1330]

Thanks for sharing the info. It's awfully long and beyond initial timeline, but I share your sentiment that they will end up with something.