Theratechnologies Inc T.TH

IMMU type buyout takes us to $220/share

[TH1902]

A boy can dream....let's get some more positive data and help all cancer patients...we are at 2017 levels or lower imo...

[jfm1330]

One thing I thought and wonder about when we do the comparison with Immunomedics. Trodelvy warhead is SN38, and SN38 does not exist as a stand alone drug. Yes Irinotecan delivers SN38, but it's a prodrug that need to be cleaved. It's not as straightforward as the compatison between docetaxel and TH1902. I wonder how FDA would justify the use of docetaxel in firat lines of treatment if

[stockman75]

I have wondered the same regarding earlier stage treatment. If it works better with less side effects it seems it would have to be used at earlier stage. No? 

[LouisW]

Reports said that SORT1 expression level could be lower in earlier stage. Since higher SORT1 expression level likely result in higher effectiveness despite the poc haven't been demonstrated. I think this is why TH target to late stage cancer.

[qwerty22]

It needs more science but the theory goes there's less Sortilin expression at earlier cancer stages. If that holds out I don't see the drug getting approval without Sortilin pre-screening so it won't exactly replace docetaxel.