Theratechnologies Inc T.TH

Summary of published results to date

[Mannequin]

The results for TH1902 appear promising, particularly considering the challenging context of treating heavily pretreated patients with advanced solid tumors. Here are some key points to assess the results:

1. Disease Stabilization: The durable disease stabilization observed in patients, with some lasting 8 to 19 months, is a positive outcome. This suggests that TH1902 can effectively control tumor growth in a subset of patients, which is significant in advanced cancer cases.

2. Safety Profile: The safety profile at the 300 mg/m2 dose is manageable, with most adverse events being mild to moderate and treatable with supportive care or dose adjustments. This is crucial for patients who have already undergone extensive treatments and might not tolerate severe side effects well.

3. Lower Toxicity: The reduction in exposure to free docetaxel and the associated lower rates of taxane-related adverse events (like neutropenia and alopecia) indicate that TH1902 could offer a safer alternative to traditional taxane-based therapies.

4. Unique Mechanism of Action: The unique, multimodal mechanism of action of TH1902, which differs from other cancer therapeutics, offers a potential new avenue for treatment, especially for patients with high SORT1 expression.

However, there are also some considerations:

1. Adverse Events: While the safety profile is manageable, there are still notable Grade 3 adverse events, including neuropathy, keratitis, anemia, and neutropenia. Continuous monitoring and further dose optimization are necessary to minimize these effects.

2. Sample Size: The sample size is relatively small (25 patients at the 300 mg/m2 dose), which limits the ability to generalize the findings. Larger studies are needed to confirm these results.

3. Long-Term Efficacy: While the initial results are promising, more data on long-term outcomes and overall survival benefits are needed to fully understand the efficacy of TH1902.

In summary, the results are encouraging, showing that TH1902 can provide disease stabilization with a manageable safety profile. However, further research with larger patient populations and longer follow-up periods is necessary to fully establish its efficacy and safety.

[Qwerty54321]

They wouldn't be tinkering with the dose if the toxicity was fine. And if everything you said was true they'd be planning for Ph2 not still stuck in Ph1. The higher dose in part 3 is presumably the dose they are banking on, otherwise they wouldn't be doing it, and we have no info on the drug profile at that dose. Things are far more uncertain than you make out in my view. But still

[Trogarzon]

Well they look happy on their bikes last time I looked at Linkedin.  Also celebrating Quebec, I'm surprised about that.  

[Trogarzon]

What do we have to celebrate here.  We have a steep 60M dept at 15% with shylocks.  We have a promise of better sales in Q2 and FY2024. We have an ongoing P3 phase 1 on Th1902 that is never ending and very quiet on info at the moment.  We are waiting for deals to materialiaze for the past 3 years now.  We have our management on their bikes.  

[Trogarzon]

Forgot also that our bikers are working on value creation closer to year end.  Kicking the can since 1933... and still going.  Keeping in shape to drain the company some more.