Theratechnologies Inc T.TH

On the positive side

[Biobob]

On the positive side they reinstated guidance and beat the conscensus, the said that they are moving forward with F8 and subcontracting their own bacterial water supply. Target 2024 for Nash and Lypo if they want to continue to have protection. The fact that Nash amendments are not settled yet may mean they might have partner interest in the original P3 agreed trial.  The Th1902 may not have yielded 2 positive outcome in one of the basket trial cancer type yet and recruitment could be slower than expected but like Wino said maybe patient dying off because of their advanced status not helping.  Anyway Marsolais said he has a Q1 traget for complete recruitment, I don't think he want's to have to explain he mislead us on this one.  Trying hard to be positive like Wino since SPCEO seems to be in a bad mood.

[Bucknelly21]

Hes not in a bad mood. As its legitimately concerning how the call was today. No one gives a rip about trogarzo, and every cancer question was evaded. Days after you thought you had the key. How can you have the key when you have barely reached 50% enrollment. Im sure this one isnt on paul either...hes a good talker but his honesty imo is in question 

[Biobob]

Maybe but if this thing heads higher in the next couple of days we'll all be fealing better... why not, just for the record when was the last time anyone here made a good assumption about an outcome at Th.  I'm quitting the board and nobody will miss me because it only adds grevance to the equation.  Good luck everyone.

[SPCEO1]

I am not really a moody person but I will admit to being disappointed today. TH has long had a credibility problem, not so much because they consistently and intentionally do things wrong but because they are really poor at managing expectations. For example, why speak at the Cantor conference and talk about having the key to cancer cells, then post that comment online in several places so it is

[mikeq113]

And why schedule a non-deal road show with Truist if all you have to talk about is that everything is moving along as planned??

[qwerty22]

So back to this point. These people they are meeting we can assume no little to nothing about THTX. They didn't need data today to tell the story. It seems pretty OK for them to be filled in on older news and for that to be something to think about. I don't know these people need fresh info like us.  

[PWIB123]

That's a good point, but I still think THTX would be reluctant to go on a road show if they felt strongly they didn't have anything or had any inclination that they might need to pull the plug on the program.  Maybe they only talk in detail about Trogarzo and Egrifta.  

[realitycheck4u]

This post has been removed in accordance with Community Policy

[palinc2000]

Maybe just maybe you should stop reading tea leaves in every thing the Company does or wtites or says... Of course they think they have the key otherwhse why would they spend time and money on a Phase 1 trial?  The way to interpret the KEY comment is as follows We think we have the key and we hope that the data ftom the ongoing and future clinical trial(s) will confirm that thought

[qwerty22]

"fully recruit within the original timeline" What is that? Nothing in the investor deck. I remember some comment on Q1/23 for complete enrolment. I don't remember the exact wording. Is there something definitive that represents the "original timeline"?

[SPCEO1]

On ClinicalTrials.org, it had said the phase 1b would end in March 2023 if I recall correctly. That presumes enrollment would be completed by the end of this year as you need 12 weeks for an enrolled patient to go the minimum distance in the trial. That is my understanding of the timeline and I don't think I missed anything.

[palinc2000]

This is a defined term in Clinical trial.gov Primary completion date The date on which the last participant in a clinical study was examined or received an intervention to collect final data for the primary outcome measure. Whether the clinical study ended according to the protocol or was terminated does not affect this date. For clinical studies with more than one primary

[palinc2000]

I interpret Christian 's comment this morning as confirming this is in accordance with the (original) target Christian Marsolais Absolutely. Then the recruitment is going well for the study and we're on target to complete the recruitment of the study by the end of the first quarter of next year and the recruitment is going well [ quote=qwerty22] "fully recruit within the

[PWIB123]

Sounds like he kind of stumbled on his words and tried to say, recruitment is going well and we expect to be able to complete the trial by the original target date. [/quote]

[qwerty22]

We are all reading tea leaves. My preference is to have all shades from optimistic to pessimistic and draw your own conclusions from the mix. We have have some brains here, we all mostly take responsibiliy for are own actions, with a few notable exceptions. I think if we are getting dragged into somebody else optimistic reading of the leaves that our own fault. I appreciate what SPCEO does because

[Wino115]

This fits with how I'm thinking about it. We learned it takes them 3-4 weeks just to get someone enrolled (Marsolais said that a few calls ago). I think 1a showed it is more likely than not that the way the PDC works on spreading, virulent late stage tumors is that it probably takes time to see the results.  Whether it works in 12 weeks or 3-4x that is unknown, but still very positive if

[scarlet1967]

The positives are increasing sales, enrolment is ongoing and they are "lazer focused" on it, previous and future planned interactions with institutions, ongoing partnership discussions for both oncology and NASH, looking for experts interacting with the agencies etc. As for expectations from this board they are very high due to the fact most of us been patiently waiting for a long time

[SPCEO1]

Those are all good points, as usual Qwerty. But wouldn't it be nice if the company helped non-clincial people, like almost all of their shareholders are, understand these things well in advance. Have you seen any attempt by TH to help investors better understand these intracacies so that expectations about data being available are contained in a relevant time frame.  Since TH does not do

[scarlet1967]

Breast Cancer Clinical Trial: TH1902 in Patients With Advanced Solid Tumors Breast Cancer Clinical Trial: TH1902 in Patients With Advanced Solid Tumors   https://www.centerwatch.com/clinical-trials/listings/270506/th1902-in-patients-with-advanced-solid-tumors/   TH1902 for Prostate Cancer Clinical Trial 2022 | Power From the transcript last Quarter:   Paul Levesque

[palinc2000]

Back to back efficacy in one cancer type and /or other cancer types would mean much greater enthusiasm feon oncologists and patients to enroll in the trial...Success breeds success...... Warning WW ARE NOT THERE YET..as far as we know,,,,,

[palinc2000]

Back in early October I posted this

[palinc2000]

https://stockhouse.com/companies/bullboard/t.th/theratechnologies-inc?postid=35022709