Theratechnologies Inc T.TH

Posted on LinkedIn

[scarlet1967]

https://www.linkedin.com/posts/mashman45_thera-speaker-interview-activity-7031294611511738368-pOoP?utm_source=share&utm_medium=member_ios

[jfm1330]

Reading that it seems Thera will update the clinical situation with a press release before his presentation.  “The presentation will cover the preclinical and clinical development of our lead PDC candidate, TH1902 (sudocetaxel zendusortide). It will touch on the obstacles we overcame transitioning TH1902 from the preclinical to the clinical setting, the challenges we continue to face, and

[SPCEO1]

Yes, it sure seems like a sales pitch to come and help THTX work this sort1+ platform out. Unless they come up with money from a new source pronto, I don't believe they have the financial capacity to pursue a restarrted TH-1902 or any other related trial themselves. So, he appears to be saying to academia, other drug companies and the FDA that they have something here with sortilin and please

[Trogarzon]

Not having the means of their ambitions and results in what looks like a complete waste of time and money for shareholder.  Not only that they jepordised the vialbility of the company with the dept they incures.  We are one production problem away from desaster now.

[SABBOBCAT]

SPCEO, I have noticed you haven't had your usual unbridled optimism since the trial pause, and perhaps have even swung into pessimist territory. I am curious why you remain invested in the above scenario you laid out is true? 

[SPCEO1]

Are you encouraging me to sell my firm's sizable holdings? That is not in anyone's best interest, right? While tempting at times to just blow our holdings out and be done with this, it likely would not be the optimal scenario for my clients. I can still see a path to future success with this stock, but I have no illusions that it will not be a bumpy path. The best case scenario mostly

[qwerty22]

Seems to me more like these answers are completely ignoring the reality of The Pause but I guess he can't talk about undisclosed stuff in this interview and what's behind The Pause is still undisclosed. If they don't go public before his talk it's hard to see what he can talk about given it's meant to be a clinical update. It would be like describing the time you strolled up to

[Wino115]

He probably has a lot more of the type of data scientists would understand and interpret around parts of it than what we know. We know the general criitque (not seeing strong responses) but he may be able to put some nuance around bits and pieces in the MOA chain his colleagues would understand. If so, maybe they'll be a brief non-sciencey update on that too. But I still think it probably

[jfm1330]

It's impossible for them to have any data on vasculomimicry and cancer stem cells without biopsies before and after treatment. You cannot see these things with a scan. The tools they have to understand what is going on are scans before and after treatment, it can show efficacy if there are any, and also any selective efficacy, like efficacy on one tumor and not the other(s). They have toxicity

[Wino115]

Agree the VM would be pure hints like where pain is coming from or peripheral scan data --likely not much there.  But the stem cell they highlighted precursor markers that were genetic I think. So if they have some biopsy data the contract organizations analysis would likely include those markers taken with every blood withdrawal. You may get some tiny dataset that either conforms to that

[qwerty22]

I don't think they can find the answers you are looking for in the blood, as Jfm says maybe in paired tumour biopsies if they have any, I'd even be sceptical about them having the samples to find it there either. It's very easy to think science gives you black and white answers, in the clinical setting it's more likely to be grey and in the absence of the clear RECIST efficacy

[palinc2000]

great find Scarlet No doubt they are many unknowns and obstacles and $$$$ has to be in the midldle of the discussions . Deep pockets needed !!!

[Trogarzon]

Great negociation position... plea for help... we are relying on a good samaritain for the future of Th19902... take the writoff now and stop BS everybody.

[Joemare]

If prensentation will have anything of significance - i.e. trial is back on track - then we should expect a PR prior to the talk. Otherwise, nothing exciting, really.