Theratechnologies Inc T.TH

Expectations too high. Reset your animus.

[Wino115]

What was to be expected, frankly. They alway said they'd talk efficacy when it was scientifically proven with two or more patients.  We can assume, that is still the case.  

My hopes were for more quantitative facts on enrollment, survival, etc... We didn't get that. But we did get a rough estimate. We are 5 months in and they said the are on "pace" for full enrollment at worse in 5 more months.  The implication is that they are likely around 50% at this point. I would guess part of the issue is what we already know --these patients are at the very end of life and need to survive long enough for any therapy to work throught.  

But my guess is they are probably dosing around 25 or so patients at this point.

[SPCEO1]

For me, the fact that five months into the phase 1b and they still have not seen two signs of efficacy is not a favorable sign. If TH-1902 works as expected it should have delivered 2 efficacious results  in one cancer type by now unless enrollment is really bad. And maybe it is really bad since they would not talk about it.  Overall, the call was a dud and lacked the energy we saw in

[SABBOBCAT]

I got the vibe that they do have some news but arent willing to share it at this time. Maybe they are talking to the FDA about an amendment? or have already submitted information on advaning to a P2 and want to wait for a response? Who knows, but it is not surprising to me as the annual option grants are coming up... no need to get Mr Market all riled up before management gets their cheap options.

[LouisW]

I remember you said that you or your friends meet with them quarterly, right? Maybe you guys can ask more for us.....they are very conservative people, they probably want to collect more data to convince their audience.

[SPCEO1]

I will not be participating in that call today as they put some ground rules in place that meant I could not share with you, or even my clients, what they said on the call.  

[Bucknelly21]

The main thing as rusty said, 5 months in and you dont have efficacy? That seems to be a little concerning to me 

[Wino115]

It is, no doubt, but to be realistic let's recall that the requirements to enroll are still that you have to be heavily pre-treated and refractory to all standard treatment options. It's still just not a very easy population to deal with in any kind of trial. For instance, let's just assume they see a good response rate of 40% but also have the same death or curtail rate as the 1a

[Biobob]

You are porbably right about that but we will pay the price once again as shareholders.  Luckey they don't need money but come May 2023 AGM it's game over for those guys if were at 1 or 2$ whatever the next 3 months has in store then and there.

[Biobob]

It's funny how we are waiting for another leg down and it's not happening yet... like the Markets post CPI today... we will see in the coming days from our preveliged shareholders reaction I guess... 

[SPCEO1]

Good points but let me push back some. The assumption of 50% dropping out of the trial in 1a is not something we have actual data on, right? I don't remember seeing that. It may be a fair assumption, but it is a guess as far as I am aware. Also, the target patients are supposed to be better than in the 1a on average so the efficacy results should be better. I think the general lack of energy

[Wino115]

Me in Red.

[qwerty22]

There's something called Intention to treat, look it up. You don't get to pick out those patient who die/dropout early. They all go into the mix when calculating ORR. So taking your example, assume all 25 had at least one dose of drug, all would be counted as evaluable and you'd have a response rate of 5/25 or 20%. You don't get to pick and choose which patients to count and which

[PWIB123]

Why would they do that?  How should we interpret your decision not to participate and theirs to restrict communication?

[SPCEO1]

I think the most logical interpretation is that they want to control the message and I am a loose cannon from their perspective as they cannot control how Iinterpret what they say and what I post here. They have a lot of old fashioned ideas in a world that is now dominated by social media which i have seen in a variety of circumstances already. Its just how they operate. I don't really

[juniper88]

This company keeps their cards very close to their chests.  With that in mind we know next to nothing about how well 1b is going or not going.  Look at 1a, they got a partial and a couple of stable disease patients.  Not bad, really.  But they just kept that info from us until they thought it was ok to share.  They would do the same for 1b. Honestly, if I were not

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Kd5513]

Nailed it RealityCheck! Lack of insidier buying is very concerning. Even with limited windows for them to buy, the minimal buying in last 6 months at this discount share price is a huge red flag. This, added to saying nothing of value in CC is irritating to say the least. One way they could demo confidence beyond just he was smiling when he said it or they said they were excited on the cc where

[realitycheck4u]

This post has been removed in accordance with Community Policy

[Joemare]

Pathetic.  Either lack of competency or leadership or both.  Now they think of going to the EU and Canada to add sites??  Seriously? Terrible execution.   We are fed-up of animal studies. FED UP.   Are we fed up of NASH too...enough already.