Theratechnologies Inc T.TH

Rebranding the Sort1

[scarlet1967]

After the sudden pause the program lost its credibility, many and I believe the majority of them (retail investors) felt burned sold and moved on. It will be an uphill struggle to get those folks back after many lost their hard earned money on their investment but as we know they didn't have a great deal of exposure from the start so now the job is to get more demand targeting as many investors as possible. The name change of the PDC is a starter and today they made a good effort to explain the logics behind the amended protocol. The perception of the protocol is failure and the ascribed value is negative. I read elsewhere the costs are over $20 million which is incorrect, folks talking about a study with good pre clinical but not working in the clinic which is not necessarily true. The company needs to make efforts explaining many things among others costs, timing, odds of success and financial rewards which is not zero as many believe. Sell it as an improvement of previous prtocol based on facts in hands with better probability of success and sell it to folks who have not been targeted, build a new base of believers. It's a restart so it should be branded as a restart. They have to deal with the scepticism of the program and sell it as a brand new protocol. I believe only then they can expect rejuvenated interest from investors. It's hard sell but absolutely necessary otherwise only good or great results will do the trick. No value/expectation and possibly negative value is included in the SP for an phase 1 clinical trial with potential good even great prospects which is not any shareholder friendly company with valuation at one times sales should ignore. So start the hard sell and keep it going. Try different ways reaching/ adding to Your audience.

[Smoky1]

Rebranding is important my favorite stock is TIO  and confident it will beat the Hindenburg report ish..   Since @tingo_inc refutes the claim, there's been some positive sign and now I'm just adding up.

[Lee430]

I thought the presentation today was encouraging and I came away feeling cautiously optimistic after  the many head fakes we have been through, felling like we have a good shot at POC and a potential blockbuster platform, however, We desperately need $$ so what’s the point of this presentation if Thera won’t make the effort to get it in the right ears?

[Trogarzon]

What next.  When will they restart enrolment of their 6 patients.  I only heard Dubuc say see you on the next quarterly call. The next thing is the maturing 27.5M at 5.75% replaced by 15% credit card money.  Not much to get excited about until somthing occurs.  It does get our hopes for Th1902 back on the science level but it's all about money now and they are strangled by

[SPCEO1]

Preeviously they have said enrollment would begin by the end of this quarter but they did not update that yesterday. I am interested in knowing how easy it will be for them to enroll six ovarian patients with the critereia in place for this protocol. Six patients does not seem like many but given the protocol, maybe it is hard to find those that fit the study's criteria? Since the study was

[Trogarzon]

This company gets nothing from being public at the moment.  They would have to resort to be giving the company away should they put out  shares.  Considering their complete inability to create tangible shareholder value out of their existing assets and pipeline I find their going about business as usual attitude inapropriate.  They did get a serious warning last AGM and they

[SPCEO1]

What do you mean they get nothing from being public - they traded a whole 84 shares this morning last I looked! The day after a big science presentation generally seen as positive - yikes! But if they have good results, the stock will pop. Also Research Capital is out with a report saying they expect the stock to move higher now on the back of both the cancer trial restart and better legacy drug

[Mannequin]

Well said

[Joemare]

Another way to move the stock up with a P1 trial ongoing after being burnt once  is to fast track the platform.  So, they can start spitting out sort-1 with other target onco drugs in different cancer models. Or start releasing other sort-1 derivatives.  I beleive Bicyle did that.

[jfm1330]

There is no magical solution. It's too late, given the financial situation of the company, to convince the stock market of the potential, unless they would come with five patients out of six with objectve responses after three or four months of treatment at the 200 mg dose next fall. The only realistic hope is a partnership on terms that are not too bad for Thera and that would provide the

[SPCEO1]

Given they had 5 out of 6 responses with ovarian already, the bar to move the 4 stable disease patients to partial responses does not seem impossibly high given the new dosing strategy. It is defintely late in the game financially for THTX but, as you indicate, it may not be too late.  If they were to get much better results this time around, they could raise funds from the market to keep at

[Trogarzon]

It all comes down to the 2 million dollar man..... talk is cheap and now is the time to deliver on the parner front.

[jfm1330]

They told us yesterday that in ovarian cancer, 75% of patients are overexpressing sortilin, so 25% are not. So statistically, it's at least one non responder just at enrollment, and if unlucky, it's easily two. That's the problem with this silly idea of not selecting patients on sortilin expression. I still don't get the idea and it's questionnable ethically.

[SPCEO1]

If they are doing biopsies before starting treatments, what might be the purpose of those if not to determine sortilin overexpression. Why have they never talked about them before and what that info is used for? As pointed out by someone else earlier, the FDA specifically did not want to prescreen for Sortilin, maybe to see if all patients had some resposne because of free docetaxel?

[jfm1330]

As I wrote yesterday, it seems FDA does not want them to use it as an enrollment criteria. The biopsies are done to see if there is a correlation between efficacy and sortilin overexpression. In other words, the FDA wants negative control in the study. I don't see the point of that. It's an hypocritecal way to enroll patients that are not overexpressing sortilin, because if you would say

[qwerty22]

A relationship between efficacy and Sortilin expression can ONLY become apparent through treatment, it cannot be assumed. It has to be discovered thru taking all-comers and analyzing post hoc. You can't guess the relationship. Is there any efficacy with an H-score of 50? What if the main source of long term clinical benefit comes from knocking out the small % of highly aggressive CSCs and this

[qwerty22]

Let me summarize that rambling long post. Pre-screening or not prescreening is about two things. 1) Having data driven decisions versus decisions based on assumption. 2) The long term direction of the drug development process versus short term pressing needs. If you can think about the implication of those then the current decision looks much more viable.    

[Wino115]

It's definitely trickier with small sample sizes. But I also figure they've all thought it out and are comfortable. I have seen many post-hoc analysis of P1 and P2 trials where they very clearly create 2, sometimes 3, cohorts based on various parameters to provide a clearer explanation. Sometimes it's baseline parameters they segregate and sometimes its things like target expressors

[Wino115]

The high grade serous subtype may be higher and that is what they are screening for. I would guess if you have Dr. Winer on board, a gynecological oncologist, you'll get exactly what you want. He seemed fairly convinced there was efficacy in there somewhere. Also, he did mention that if you don't see certain quick signs, you can switch out. I think he had said something along the lines