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. 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.

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Theratechnologies Inc > To better understand the complexity of ADCs

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Comment by palinc2000on Feb 06, 2021 7:48am

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Post# 32492216

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:To better understand the complexity of ADCs

I think talking about the CEO and growth etc is more concrete and more useful and accessible to investors than long discussions in scientific terms that nobody really understands and are mostly just opinions....There are many many studies on Sortiln ....... are the details useful for investors ....maybe ....But as investor I need to decide if I sell or buy the stock or increase \decrease a position.... Adc vs Pdc does not help me in any shape or form
I did try to go thru some research but the only conclusion is that there is something interesting and potentially rewarding .
https://www.frontiersin.org/research-topics/7582/sortilin-and-sortilin-partners-in-physiology-and-pathologies#articles

qwerty22 wrote:

What was the point of talking about the CEO's skill set when he delivered us such an ugly deal? What was the point of find comparable when the company was prepared to accept their R&D was worthless? What's the point of forward looking financial statements like 25% YoY growth when it's based on a bunch of assumptions and can evaporate in an instant.. What's the point of any forward looking investigation into any aspect of the company? It's all speculative.

The most interesting science of the past few days was Startrap's find of the Swedish groups work, that is POTENTIALLY material if Theratech pursue a similar route. They are advertising for a research job to study sortilin.

https://web103.reachmee.com/ext/I005/1035/job?site=7&lang=UK&validator=9b89bead79bb7258ad55c8d75228e5b7&job_id=18842

"The long term scientific goal within this project is to identify and develop novel breast cancer therapies ........... Initially there will be a focus on the protein sortilin and how the various protein functions influences cancer progression and consequently can be blocked by drug development strategies."

Also just to go back to pancreases for a moment. People may have seen the recent paper about pancreatic cancer and sortilin. This following article links to it but also has some further quotes from the authors that I thought are interesting. If you want a sketch of why pancreatic cancer is so bad, the drug landscape and how a Sortilin drug might fit then it's worth a read.

https://www.genengnews.com/news/pancreatic-cancer-therapy-may-be-improved-by-targeting-neuroprotein-sortilin/

palinc2000 wrote: I get everything you say in paragraph 3 ..We have known that for quite a while ,,,We are all hoping it works on human given that the dose can be multiplkied by x factor with low toxivcity ,,,,But what is the purpose of talking about the molecuklar structure or whatever,,,,Thus is not a scientific forum where PHD s argue and argue over such things
This is how I feel and am guessing the silent majority feels the same,
I love Scarlett business approach with a mixture of researvch that even I can understand

Wino115 wrote: You can skip them. It all came about from the Barclays Capital model on Trodelvy. Since it's selling into a similar market as TH1902 would if successful in trials, we can think of that as an attainable revenue stream for THTX. Knowing what they got in their Phase 2 and 3 trial, we can understand what would be needed for Accelerated Approval.

Given there the drug was effective, but still have modest adverse events, it stands to reason if you can have those same results but none of the adverse events (which is what SORT1+ pitches), you'd have a pretty competitive product out there. So as few guys started comparing the ADC models to the PDCs to see where the advantages and disadvantages lie. I think we understand them more.

From this discussion it seems to me that if TH1902 works, you should see much less side effects, a higher dosage getting in to the actual tumor and a much longer treatment window. If that's the case, you may not see higher response rates, but you should see better SAE numbers and if you correlate more toxin for longer = more tumor killing capacity, much more shrinkage of mass and hopefully longer survival. Just some handicapping going on with the info.

palinc2000 wrote: Excuse my ignorance but it seems to me that since TH has already committed to and received a may proceed letter from Fda that the rehashing of ADC vs PDC and most of the other scientific stuff adds nothing to the investment thesis ,Unfortunately or fortunately the decision to go ahead with the peptide has been vetted by the scientific team ,consuktants and the CMO at TH.I dont see how all this research and eloquent scientific terms proves anything other than some here have a scientific background
Let Phase 1 run its course and then discuss the results but the rest is hogwash imo