Theratechnologies Inc T.TH

No SP reaction to TH1902 good news

[TH1902]

Anyone want to speculate why?  

I want to believe that we are under the radar and the story needs to be told but the non-response is somewhat disturbing to me.

[jfm1330]

Because it's the middle of the summer, because Thera is an old company with the reputation to be a strong underachiever, because Thera is coming out of nowhere in oncology with a technology developed at Universite du Quebec a Montreal (UQAM), not Harvard, finally, because on partial response will not spark real interest. It is not enough to be sure of anything, in fact, it is far from enough

[TH1902]

All fair points.  Thanks for your response and all the info you share here, very much appreciated. I want to see $5M Katana turn into $5B THERA...lol...I am seriously considering doubling my current position, I'm not a biotech/science guy so I take your word for it that POC has been achieved.  With tumour reduction results observed, its gotta be TH1902 at work??!!...here's to

[jfm1330]

Read what I wrote correctly. I said what they have disclosed is still in the anecdotal territory. This is not a scientific proof. What I think is my opinion relevant only for myself. I will start to put a disclaimer at the end of my messages... Never rely on an opinion written by an anonymous person on a message board to make an investment decision. It can be a small part of the puzzle, but no

[TH1902]

Yes, of course, in your opinion only, I get it.  Thx. I should have worded that sentence differently.

[qwerty22]

Problem is we are trying to nuance a definition where no firmly agreed definition exists. Here's my go again. 1) I would say they definitely have evidence of anti-tumour activity. The 53% PR counts as that, more PRs would be great but one is enough for that in my view given that PR is the standard RECIST measure of activity. 2) There is some uncertainty about whether that activity came

[TH1902]

Thank you for this Qwerty22.  Yes the 53% definitely stood out.  Agree with your last point, this is IR and management's role to tell the story, they have begun with SPCEO and a group of institutional investors, would like them to build some momentum off these results, let's see what the next few weeks and months bring. I am confident that we have a floor in the SP, more good

[LouisW]

In 1a, the result is good. But they need to know why some patient responded to Th1902, why others did not. Then based on the result to define criteria to select patient for the larger trial.....to select patient only based on 300 patients staining data is not sufficient at all.

[SPCEO1]

There is a lot left to learn about TH-1902. The 1a was simply a dose escalation trial and was not aiming to solve all the questions around the drug. As the trials move forward, more questions will be answered. On our call with management, they indicated that the 1a data dump was all the info they had on the 1a. So, we got what they have. Now, I know they have more nuanced info that we would all

[canadapiet]

"they did not feel they could share that info"....... Give me one good reason why not???!!! It is all to little/slow what they do!  Two days biotech performing well, but our TH.............in the red!   SPCEO1 - (7/20/2022 9:38:19 AM) RE:RE:RE:RE:RE:RE:No SP reaction to TH1902 good news There is a lot left to learn about TH-1902. The 1a was simply

[jfm1330]

The big info that is missing is confirmation that the patients that showed efficacy or signs of efficacy were overexpressing sortilin on their tumors. Again, they reported results about a targeted drug as if it was a systemic drug, like docetaxel alone. It is key to know if the link between TH1902 ans some level of sortilin overexpression has been establish. I am sure Thera either know the answer

[jeffm34]

2 and 1/2 hours into trading and 400 shares traded so far on the TSX 

[SPCEO1]

Trading is typically more active on the NASDAQ, as it is this morning, but horrorifically bad in both places. But you should not really be overly influenced by low volumes on the TSX at this point. It is not likely to ever be an important trading hub for TH. 

[SPCEO1]

You were not convinced that sortilin overexpression is playing a role giventhe one patient who had failed on docetaxel alone, along with another taxane drug, but did respond to TH-1902? That convinced me.  

[jfm1330]

I wrote here that personnally I think they have proof of concept, but I also said that from a scientific standpoint they cannot claim that. One, patient with a partial response and two other with indirect signs of efficacy is not enought to make a scientific claim. That being said, if they would have confirmed that these three patients wer overexpressing sortilin, my conviction on proof of concept