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Theratechnologies Inc T.TH

Alternate Symbol(s):  THTX

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. It blocks viral entry into host cells while preserving normal immunologic function. The Company is also investigating an intramuscular method of administration of Trogarzo. 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.


TSX:TH - Post by User

Comment by qwerty22on Feb 02, 2021 10:46am
103 Views
Post# 32446501

RE:Clinical and economic impact of ibalizumab for MDR cohorts

RE:Clinical and economic impact of ibalizumab for MDR cohorts

It's good to read this, that the drug is secure in it's clinical position but as they say that position is as a last option for people with nowhere else to go. I think if he wants to grow at 25% even from this low base then really he's talking about going out and winning more sales than would organically come in based on the present clinical use. He's going to need to put those marketing skills to the test.

It's not a ringing endorsement though, it's not cost effective but it saves lives, and overall it's affordable if patient numbers stay low. 

In my view with Fostemsavir now on the market they need to try to piggyback on that. Doctors might be more inclined to switch from poorly performing regimens. The company needs to be positioned to argue a switch to two active new drugs is the best way to go to secure the long term future of a patient with few drug options.


scarlet1967 wrote:

Trogarzo may never reach the initial sale projection but as per CEO the drug is projected to have a %25 percent compounded growth in the next four years from very low current sale levels as it is currently the only drug which is still effective when other antiviral medication are failing due to viral cross resistance.
The article below was posted yesterday on JAIDS.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7066538/
 
“We project that ibalizumab will substantially improve survival for people with MDR HIV. As with most biologics, the cost of ibalizumab is high, and thus ibalizumab is not cost-effective by general US criteria despite its clinical benefit. Nevertheless, for highly treatment-experienced people with MDR HIV who have limited treatment options and virologic failure, ibalizumab is currently the only available treatment that will improve survival. Given the small size of the US population that will benefit from ibalizumab, the total budget impact to payers will be low despite the high cost of the drug.”


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