Theratechnologies Inc T.TH

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

[qwerty22]

Well I guess scrap any idea of collaborating with them as academics but no loss I now release thtx have the same skills in-house anyway at UQAM.

Some of their IP (claims 40-45)

https://patents.google.com/patent/WO2015144860A1/en

and a little more of their science.

https://www.humangeneticsjournal.com/articles/commentary-sortilin-inhibition-limits-secretioninduced-progranulindependent-breast-cancer-progression-and-cancer-stem-cell-expansi.pdf

Is it a good thing or bad to have others working in the space? Idk. They are a small spin-out, I guess they have the potential to improve the profile of sortilin as an anti-cancer target thru their work. I don't know if their IP limits THTX in anyway. Either way something to watch.

Wino115 wrote: I also see that the venture cap arm of Gothenburg Univ invested in their startup, called Sortina Pharm.  If you just google Sortina Pharma it will pop up along with some other stuff.  Seems they are only at the process of screening through all sorts of possibilities, although they talk about their "lead prospect".  Can't see what it is. 
 

Sortina Pharma AB today announces a financing led by the venture capital fund Eir Ventures and with GU Ventures, to unlock the potential of proprietary anti-sortilin cancer therapy to cure aggressive cancer.

• First in class anti-sortilin cancer therapy with unique potential to cure cancer by eliminating metastasis and recurrence of cancer.

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