Theratechnologies Inc T.TH

POC

[palinc2000]

A Google search of POC will lead to many many definitions none of which to suggest that we are at that point ATM ....
What is worst than fuzzy math is fuzzy science data ...
When and if POC is attained we will know just by seeing the market reaction $$$
 “Proof of concept may be defined as the earliest point in the drug development process at which the weight of evidence suggests that it is "reasonably likely" that the key attributes for success are present and the key causes of failure are absent.” POC is a key translational pivot point ...

[SPCEO1]

Everyone will have their opinion on this but my read is we re already at a point where it is reasonably likely the key attributes for the success of TH-1902 are in place and th ekey causes of failure are absent. 

[TH1902]

With all due respect SPCEO, the market doesn't believe anything positive has happened yet.  The senseless downgrades didn't help...lol... I would like to believe we are under the radar, but if our news really was that good, we would have seen a reaction in the SP by now imo...more data points required to move the needle...

[jfm1330]

My view on the stock price right now, given what I wrote the other day and many times before that is that only few shareholders are ready to sell at the actual price, but the company still does not have the big news in oncology to move things up significantly. That being said, in my opinion it's great entry point for a new investor that did his due diligence on publicly available facts. The

[Lee430]

Well it has been brought up here soooo many times that step one is for IR to go after the retail investor, getting the volume up & SP above $5.00 so the big players are allowed to invest, wasn’t it spartrap that was trying hard to help on retail engagement and attempted many times to convince Thera of this?  Guess he finally gave up and moved on.

[palinc2000]

Everyone is entitled to his opinion .My bigger point is that there has been a lot of rants here with a lot of blame agsinst management because people without scientific knowledge actually think that you are right about the likelyhood of success and cannot comprehend why mgmt is bot spreading the good news across the universe!!! IF and when there are facts that support a probability of success you

[PWIB123]

Respectfully disagree.  It has to be both.  There were things THTX could've discussed publically to keep investors engaged and more fully aware of what all was happening without fabricating eroneous attempts at convincing people game changing discoveries were being made.  THTX has been a desert for most investors.  That needs to change.  Investors have left because

[qwerty22]

ORR and PFS are really the endpoints they are aiming for to get approval. Would these be the "key attributes of success"? In which case we are still a long way from POC based on this definition because we know nothing about these. I don't like Palinc's definition because it seems to me it really needs some evidence about what is happening at the population level and we are a

[qwerty22]

All this is very slippery. If you are ultra-cautious then you wait. The company is never going to get ahead of the data so they probably wait. I think SPCEO tends to project forward based on what we have now so there is less waiting on his part. I'd be closer to the company than to SPCEO on this issue. What the company could do at this point that they haven't done is be really clear

[palinc2000]

I admit that the definition I provided is quite stringent.It is only one of many definitions found on Google  but my point was none of the definitions that I saw were based on a hunch... which   Is what I think Spceo and others are at now.Imo it makes absolutely no sense to say that "the key  attributes for success are in place and the key causes of failure are absent"

[SPCEO1]

As noted on prior occasions investment managers are by their very nature risk-takers while scientists are often more on the opposite side of the risk-taking spectrum. So, what readers here are seeing in terms of different approaches to the info the company on TH-1902 has released is just normal variations based on training and disposition. In my case, my biases towards optimism were burnished

[jfm1330]

This is from the introduction of TH1902 and the rest of the SORT1+ platform: Tumour heterogeneity Intra- and inter-tumoural heterogeneity Γ006 Cancer is a devious foe, revealing new complexities just as scientists find new ways to tackle them. A recent hope has been put in the new generation of "targeted therapeutics" that home in on specific molecular defects in cancer cells

[jfm1330]

[SPCEO1]

Thanks JFM, Qwerty, Juniper88 Jeff, Palin and all the other fantastic posters on this board. It really is quite an amazing thing to have access to all this great info here. Thanks again!

[palinc2000]

One important name is missing from your list .....Scarlett who comes out with amazing finds!!!

[canadapiet]

Yes, for sure, thx for all that great work done here!!! But we must invest to gain some money at some point! So for now, can't that be done for a real biotech company.......???? palinc2000 - (7/21/2022 12:25:23 PM) RE:RE:RE:RE:RE:RE:RE:RE:RE:POC One important name is missing from your list .....Scarlett who comes out with amazing finds!!! SPCEO1 wrote:Thanks

[SPCEO1]

My apologies to Scarlett who defintely should have been on that hastily drawn together list.

[qwerty22]

It was definitions around POC that I thought are slippery. It's probably a bad word to use. I'll-defined is what I meant.

[palinc2000]

The following is an extract from the Press Release announcing the acquisition of Katana Theratechnologies will acquire all outstanding shares of Katana for US$5,300,000 or CA$6,900,000. Approximately US$2,000,000, or CA$2,600,000, was paid in cash at closing. Katana shareholders will have the right to receive two milestone payments. The first milestone payment will occur when the first patient

[SPCEO1]

I still don't speak much with the company these days, typcially once a quarter and those opportunities are brief and focused on Christian/science. But good memory to pull that out of the past! I am now convinced that POC is whatever any of us wants to think it is!

[qwerty22]

"I am now convinced that POC is whatever any of us wants to think it is!"  That might be the best take on this yet.

[juniper88]

I believe we should first define what the concept is. I remember a few months ago on this board we were discussing the concept of TH1901 being able to deliver a "chemo" into a sortilin overexpressed cell. Has the concept now changed to TH1902 being able to shrink tumors? And then what constitutes proof of this concept?

[jfm1330]

The concept was and still is to selectively deliver a chemo drug inside a sortilin expressing cells, the more sortilin is expressed on the membrane of tis cell, the more chemo drug should be delivered into it. As I said in my previous message, at this point there is no imaging system related to TH1902, so we cannot see what happen like it's the case with Dotate/somatostatin receptor systems

[qwerty22]

Red

[SPCEO1]

I had a few responses in green below

[qwerty22]

Sorry about that I was thinking about new drugs in breast cancer, not ovarian. I mis-spoke there.

[jfm1330]

Where the docetaxel is going is related to sortilin expression in the whole body and especially tumor burden, and the rate of degradation and hepatic elimination. The higher the tumor burden is in a patient and the higher sortilin is expressed on these tumors, the more the share of the injected dose going in the tumors will be high. We don't have that data in humans for TH1902 since it's

[Wino115]

I re-listened to Paul at the CS Healthcare event on THTX website. He responded to the analyst asking a question about sortilin expression on tumors.  He said .. of course we can't know the sortilin expression prior to treatment in this phase of the trial, but we can get a reading afterwards.   This is me paraphrasing, but it could be a quote. So they may have tried to do biopsy after

[jfm1330]

I agree that in phase Ia it was hard to get biopsies and so on, but I gave the example of Immunomedics that had Trop-2 expression results for all the patients of their phase I, even though they did not enroll patients based on the criteria of Trop-2 expression, but at least, once the trial was over, they knew that a bit over 75% of the patients enrolled were overexpressinfg Trop-2. So I

[qwerty22]

There are practical consideration. This link describes all the ways you can biopsy. https://www.cancer.org/treatment/understanding-your-diagnosis/tests/testing-biopsy-and-cytology-specimens-for-cancer/biopsy-types.html If they are collecting archived material as well as fresh material then you are getting all sort of material in all sorts of condition and some of it may be extremely limited