Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

Theratechnologies Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapies addressing unmet medical needs. It markets prescription products for people with human immunodeficiency viruses (HIV) in the United States. The Company's research pipeline focuses on specialized therapies addressing unmet medical needs in HIV, nonalcoholic steatohepatitis (NASH) and oncology. Its medicines include Trogarzo and EGRIFTA SV (tesamorelin for injection). Trogarzo (ibalizumab-uiyk) injection is a long-acting monoclonal antibody which binds to domain 2 of the CD4 T cell receptors. EGRIFTA SV (tesamorelin for injection) is approved in the United States for the reduction of excess abdominal fat in people with HIV who have lipodystrophy. Its portfolio includes Phase I clinical trial of sudocetaxel zendusortide (TH1902), a novel peptide-drug conjugate (PDC), in patients with advanced ovarian cancer.

TSX:TH - Post by User

Theratechnologies Inc > 10 questions from RBC January 8

<< Previous

Bullboard Posts

Next >>

Comment by scarlet1967on Jan 14, 2021 1:18pm

145 Views

Post# 32297824

RE:RE:RE:RE:RE:10 questions from RBC January 8

Of course they can fail one all their R&D programs so can CYDY yet THTX has a market cap of $200 million US vs CYDY's 3 billion!
The same applies to all other companies in the NASH and cancer space yet THTX has been discounted heavily compared to the comparable companies.

scarlet1967 wrote: If you go to their website they have a separate section for partnership, they are already in collaboration with few big pharmaceuticals yet this is still posted at the bottom of that section.

If you are interested in exploring partnership opportunities with Sutro, contact us at busdev@sutrobio.com

qwerty22 wrote:
I see cancer as data driven, it's hard to ignore ORR or DOR, they should speak loadly, I guess you could ignore them if you want to focus on corporate competence.

Here's a meta-analysis of mTNBC lots of numbers to pick out of that but my summary of the present tested drugs.
https://breast-cancer-research.biomedcentral.com/articles/10.1186/s13058-019-1210-4#Tab1

10-20% ORR
4-6months DOR
12-18months OS
50-66% grade 3+ toxicities

This is what the drug needs to beat to look promising. Sutro is doing that but in Ovarian and the SP over the past 12-18 months looks great even with a drug related death.

I actually also see NASH as data driven and in that case very focused on the biopsy endpoints as the foundation for a program. I still think collectively we are under-estimating the importance of that weakness at least to the perception of the program.

scarlet1967 wrote: Most of questions are relevant but it seems there are so much pending doubts regarding company's ability to execute so even when they produce good results it won't be factored in by the market, I believe the problem is the failed IR and inability to convince the investors of course the recent deal wasn't helpful at all.
But if company can address these questions in a convincing manner going forward it will definitely help the valuation imo, therefore they need to have a serious discussions re changing their failed strategy.