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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. 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

Comment by Wino115on Feb 05, 2021 10:40am
96 Views
Post# 32483319

RE:RE:RE:RE:RE:What's our Oncology Option Worth?

RE:RE:RE:RE:RE:What's our Oncology Option Worth?Verification you're idea is on to something. Perhaps shows if you establish the validity of your 
linker and homing receptor, you can spend loads of time and money experimenting around 
with your platform in subsequent years. That's the massive value-add of these whole ADC/PDC
approach and why the valuations and take-out valuations are astounding.

Question, are you saying that TH1902 will have a higher payload of the treatment on an apples-to-apples
basis delivered into the tumor cell than Trodelvy? One thing seems clear from pre-clinical, TH-1902 crushes
Trodelvy on their Phase 3 neutropenia effect. I know, it's not humans, but it's looking good in little critters!


jfm1330 wrote: Took a look at Trodelvy. 

They use a huge linker, a proprietary linker that is linked to the mAB through disulfide bond on cysteine.
The ratio of drug molecules vs mAB is 7.6. Which on a molecular weight basis is much lower than Thera's PDC.
Interserstingly, they are now testing the mAB of Trodelvy with Lu177...




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