Theratechnologies Inc T.TH

Letter

[Scioto]

Small step. But important.   Need to build-up relationship brick by brick.   Communication is critical.

[realitycheck4u]

This post has been removed in accordance with Community Policy

[muslix1]

It's clear and simple...It just remains to do it now..

[palinc2000]

13%_19% Revenue  growth guidance  -looking for other products to commercialize Post pandemic allows Paul to build a cash generating company ...... It would be nice if they were to over deliver on the guidance  Finally focusing on things over which they have control    -Nash still alive but very conservative comments  Strict contril of expenses on Th1902

[palinc2000]

I just read the letter a second time and I  still think the Nash Rabbit is the next positive surprise!! R&D activities will be reduced and cash generation will be used to expand the product line .... thereby leveraging the sales organization    

[Momo25]

Finally something wise enough to encourage. Forget oncology and Nash programs.

[Wino115]

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[scarlet1967]

“new accretive product acquisitions or in-licensing of commercial assets”   “Questions raised by the FDA were already being addressed by our team as part of our sub-analysis of the data accumulated so far, and we are confident that we will be able to address all of their questions.”   “The further development of TH1902 will be stage-gated and depend on the analysis of the data

[Wino115]

Coffee spilled on keyboard!  Funny. I would just say they are "there" and if kept as low-cost options they will do some of that low hanging fruit development around them. Tesamorelin is basically done, it's just a question if someone wants to jump in the pool at an advanced stage with a fat-buster and believe the patent issue gets them 10-12 years of quality profits if it

[qwerty22]

"stage-gated" Sounds like there's significant uncertainty about whether another patient will ever be injected with TH1902. They obviously have a strong desire to do it but seems like there's still some major decisions to make before that happens. It still lacks any clarification on how much efficacy they saw in the 1b patients they enrolled (Is there something to build on?).

[Wino115]

It's more a management consultant term around not bothering with future plans until you hit your decision point with positive data.  Pass each gate first, then move on.   I think it points out they plan to enroll but will have clearer data points to move to next group if enrollees. Maybe points to having more informed prescreenjng around types, sort levels, pre-treatments, etc... &

[Wino115]

A helpful change in approach we have not seen before, showing their concern for the overly-negative market reaction. While it would have been helpful on the day of the pause, they clearly would not have had these actions and responses worked out. No way they could have just come out with that punchy 13-19% sales growth on the spot. For conservatism sake, I'd stick at the low end which is still

[PinnacleX]

Hope this at least underlines to investors there's a profitable company in there as costs are massively lowered. Let's get that $2 handle back! Says it all, the delusional are still strong here.  

[qwerty22]

Paul the SP is up because you talked. Learn.  

[palinc2000]

There were those holding the stock in expectations that Th 1902 woukd be an instant success ....When the pause was announced they ran for the exit .....I dont think the letter woud have changed much then......I agree that comunication can be improved  ...if there are FACTS

[qwerty22]

I don't mind the timing of this announcement. If they needed to wait until now then so be it, it was more a general plea to be more open.  

[realitycheck4u]

This post has been removed in accordance with Community Policy

[jfm1330]

The analysis of the TH1902 program is quite easy to make, unless they have data showing that it could work in some sub group in a cancer type, or introducing biopsy confirmation of sortilin high overexpression in a new protocol, it should be dropped. And even with the addition of biopsies, I am not sure it would be worth continuing it. As I wrote previously here, there is no targeted PDC approved

[SPCEO1]

While I am not a scientist, your approach sounds very sensible and one I hope they are giving a lot of consideration to. Since they were not able to convert the initial attempt with TH-1902 into enough of a success that they could raise additional equity funds on the back of it at an attractive price, I think that window (perhaps we should call it the Trodelvy window) has likely closed for both

[qwerty22]

It would be great if they could make a data driven decision based on clinical evidence. My expectation is that it isn't that clear and so there is likely always going to be some element of suck it and see. Ultimately these are empirically driven processes and so you just have to try it. I guess the FDA (and their own professionalism) should be the brake on making overly rash decisions. The

[Wino115]

They've been pretty data driven throughout the process, so I think you're right. The fact outsiders are on the team too is a positive.  I think no one here ever de-risked the efficacy part, so you are right.  The only thing I ever checked off was some of the safety issues being de-risked. I still think those are probably de-risked to a large extent --there was never a treatment

[PWIB123]

I thought I remembered reading tumors that were further along expressed greater Sortilin and that was why they were targeting late stage patients.  I thought too, that helped the idea that there would be more docetaxol targeting Sortilin in cancer cells rather than healthy cells, like in the eyes.  I do remember reading that certain types of tumors express more Sortilin than others, but

[Wino115]

What you are stating is what all the original research around Sort1 done by an assortment of different academic research institutions showed --there was one published one pancreatic, one on TNBC, one on ovarian and one showing sort1 being "high/low" correlated with survivability. All that original research was what they used to theorize and justify to the FDA that targeting sort1 was

[Wino115]

[img] whats in my pc [/img]

[PWIB123]

Thank you!

[qwerty22]

In terms of earlier stages of cancer you have to imagine what you are asking patients to do. There are these drugs which are approved and have been shown to work in patients like you but instead of doing that we want you to try this experimental drug for which there is no proof of efficacy. To me that's just a none starter no matter how much theory might tell you. They only possibility is in

[juniper88]

Just take your thought a step further.  Among the experimental drugs which gets recommended last by the doctors?  Of course, the technology never tried before.  It took us 8 precious months to get my wife onto the TH1902 trial. 2 different sites told us to take more proven medicine instead.  One site even lied about the TH1902 side effects to scare her from going on it. 

[jfm1330]

I wrote here, well before the news about pausing the clinical trial, that this clinical trial was ill conceived, especially with no screening for sortilin high overexpression. Now, the more I think about it, the more it seems clear that the preclinical work was not appropriate given they were aiming at a totally new target, sortilin,and that there is no approved PDC based on selectively cleavable

[jfm1330]

You need biopsies of the real tumors, and even biopsies are not good enough in advanced cancers with high genetic heterogenicity. Some cells in a tumor can overexpress sortilin, while other won't. Also, biopsies are not telling you anything about what goes into healthy cells and can cause toxicity. That's why I always come back with the idea of an imaging PDC. They need that to do more