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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

Post by jeffm34on Apr 05, 2021 1:26pm
187 Views
Post# 32937774

NASH market and competition

NASH market and competitionThere is a reason analysts are not assigning much value for Thera's NASH program.  The market is huge but not for Egrifta.  Oral meds will dominate the NASH treatment market unless there is a significant advantage with a particular injectable drug.  Similar results to using Egrifta can be achieved through diet, exercise and weight loss.

The first line of treatment for NAFLD and NASH is weight loss, done through a combination of calorie reduction, exercise, and healthy eating. Weight loss can reduce fat and inflammation in the liver.  "

Spending money and resources on a NASH program is not the most effective use of company resources right now.  License it out if they want to pursue this market.  

https://www.pharmaceuticalonline.com/doc/analysis-of-the-non-alcoholic-steatohepatitis-nash-drug-pipeline-market-sizing-up-the-first-wave-0001

The opportunity for TH in oncology is multiple times larger and 4-5 years sooner than any NASH potential.  That is where all resources should be directed.   





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