Theratechnologies Inc T.TH

RE:RE:RE:RE:RE:RE:RE:Phone call Mrs. Leah

[scarlet1967]

scarlet1967 wrote:

Generally speaking the ADC with the higher molecular weight and high hydrophobicity (not solution friendly) causing poor solubility, metabolic instability together with higher  production cost and toxicity are the disadvantages of ADC vs PDC.

 

"Despite continuing progress for ADCs, these therapies present several drawbacks. As cytotoxic drugs, ADCs can incur significant toxicity; in the case of Mylotarg, the FDA issued a black box warning for potentially life-threatening side effects in patients who did not receive stem cell transplantation.27 ADCs can also generate dangerous immune reactions, yielding toxicity and halting further therapy.28 Furthermore, the complicated structure of ADCs results in high production costs, in some cases restricting access to these drugs as their cost-effectiveness may be called into question by health insurers. Owing to their high molecular weight and protein-like physicochemical properties, ADCs also suffer from restricted distribution which can prevent these therapies from penetrating some types of solid tumours and limiting their efficacy.

To overcome these issues, many research groups have explored alternative approaches such as peptide-based drugs, protein–protein interaction inhibitors (PPIs) and drug delivery transporters. This review will focus on the latter and describe how peptides can be used within peptide–drug conjugates (PDCs) for the targeted treatment of cancer"

 

https://pubs.rsc.org/en/content/articlelanding/2021/cs/d0cs00556h#!divAbstract

qwerty22 wrote:

Another thought "customize" might be referring to the scalability of the manufacturing.

I think the comment is referring to the fact they have wholly synthetic manufacturing but it's not completely clear.

 

qwerty22 wrote:

 

I saw that and it stuck out to me as well. To be honest I don't quite know what they are talking about. If they mean that it's easier to manufacture and the chemistry  is easier to adapt to new constructs then it's a bit of an odd way to say it. If it's sustainable as in environmentally sustainable which again it might be if they bypass biological production methods then it's a weird thing to highlight.

I think from a manufacturing perspective PDC is much better than ADC but if that's it then just say that.

Honestly I don't fully get the context of that statement.

 

SPCEO1 wrote: Qwerty - do you (or others) have any thoughts on this line from the presentation regarding the cancer drugs:
 

 

"Easier to customize and potentially more sustainable than antibody drug

conjugates"

It stuck out to me that they are trying to position their PDC as a better alternative than a ADC and I wonder if there might be some truth to that? 

qwerty22 wrote:

Canadapiet I just want to correct you on one things. Velosbio is not a preclinical company. They were bought Nov2020 and Oct2020 they started their Ph2. So the price tag is for a company that has basically finished the clinical trial THTX is just about to start. They have their dose, their initial safety data and their initial efficacy data. The data set is small but strong

https://www.merck.com/news/merck-to-acquire-velosbio/

They are also developing a bi-specific antibody based on their IP. That's another very hot sector of cancer drug development. Essentially you have one antibody that targets T-cells and one that targets cancer cells that are joined together and so you force the two cell types to come together and get the T-cells to do their thing without first having to develop a cancer specific response. I don't know if it's possible but it wouldn't be a terrible thing for THTX to explore an antibody/peptide conjugate that did the same thing targeting sortilin. I might believe they were an ideas machine if they did something like that.

 

palinc2000 wrote: I agree with her comment that things have changed for the better since the last 10 months(since the new CEO) BUT this did not translate into more PERCEIVED  value  by the market

 

 

canadapiet wrote: Me  disappointed (again)!!!!




The call:
- she reads the MB because; i have e- mailed her the questions Wino was mentioning and she said she read them and suggested to eventually answer them line by line........
-regarding the Nasdaq listing and doing a capital increase by that time: "they didn't need the money then"......(OMG.....) 
- they can not disclose who are the "buyers" 
-they looked at the market now and decided they needed the money now because the markets were willing to deal with it now (we are in a biotech bubble she said, and now was the time to do the increase) OMG 
- they could have raised more (OMG)
- Cannacord for the US and  NBF for Canada 
- they had other talks with banks but that was the deal they wanted ??????!!!!!(OMG)
- doing a deal with a BP is giving up on a big chunk of future profits
- tesamorelin is from the company and they want to hold it that way for now to shine later in the Nash market
- oncology to early for a good deal ????? (velosbio was preclinical and bought for 1,2 billion.......)
- they did it to streghten the balance sheet so they had the certainty to go forward and so wouldn't be blocked if the markets crashed
- the type of investors: before the deal, TH is owned by retail and individual investors, and they wanted a more diversed shareholder base (institutions) 
- r&d and money : oncology can go quickly and they must be prepared fot the next fase, but they are not expecting intermediate results(?????), so that's for next year......
- fda accaptance: end of Q3 start for Nash (but still have a conversation with fda regarding the protocol, endpoints etc ) 
- strong financial position for now, but to early to speculate on any further capital increase
- why invest in the company now : no value for any molecule + good financial position + existing products selling better 
- old shareholders : they are working to have a better relation, they understand the frustation, they are doing things better now the last 10 months, they will be recognised in the us and will have a better exposure over there, there is substantial change for the better,they have to execute and there is no room anymore for failure ..........OMG

We laughed at the end because mentioning "what's another year" if you are waiting allready such a long time and by the way "they are all shareholders and they also want the price to go up"........



Good luck all