Theratechnologies Inc T.TH

Therapeutic window

[qwerty22]

We are in the dark but the pessimistic take atm is effectively the therapeutic window is non-existent based on the present dosing schedule. 1a says go too high a dose and you have unacceptable toxicity. Go with the 1b working dose and you have unconvincing efficacy. You have some individual efficacy signals in 1a, it would be nice to know they have some in 1b as well, but at the population level it's not enough.

They should know something about drug exposure so they should be able to come up with a "better" dose but it's less certain they know exactly what the problem is so to me it's uncertain whether the "better" dose will fix the problem. Based on the present drug design they could be looking for a pretty narrow sweet spot of acceptable toxicity and efficacy, it also may not even exist.

I can understand not wanting to give up on Sortilin as a cancer target but a redesign might be necessary. I can imagine scenarios where either the payload or the peptide or both could require a redesign. This takes you back to step one and is commercially unattractive and investment-wise uninteresting.

Hunting for a "sweet spot" might be risky/uncertain/futile but if you can get a relatively quick answer and you can afford to splash a few more millions it is maybe commercially more attractive.

They are in a pickle.

[realitycheck4u]

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[SPCEO1]

If they did not see something they could alter to hit the sweet spot of manageable toxicity and efficacy I imagine the trial would have come to a permanent stop. So, they must have something they are holding onto for hope. That suggests some efficacy has been seen which might be repeatable with a less toxic outcome or vice versa. But it likely needs to be something where the chance of success is

[Wino115]

To increase probabilities, they need to at least have data-based theories on why it worked on some and not on others. If they can use that to tilt the enrollment and administration the right way, they'll increase those probabilities. Not easy, but that's their task if they have the means to figure it out. 

[Momo25]

''... they must have something they are holding onto for hope. That suggests some efficacy has been seen which might be repeatable with a less toxic outcome or vice versa..''. More of the same.  If they really have seen any efficacy they could argue the pause is to adapt their plan or something like that. In their statement they cleaarly stated that continuing that path is not

[Trogarzon]

It collapsed anyway since the market freezes out.  Same result, total 1987 result in the stock price.