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. 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.

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Theratechnologies Inc > NASH market and competition

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Comment by jeffm34on Apr 05, 2021 3:48pm

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Post# 32938573

RE:RE:NASH market and competition

They don't need revenue from oncology for the share price to go up. Positive results in phase 1 and 2 studies will boost the share price in multiples of what it is now.

SPCEO1 wrote: I have wondered if the company is struggling with this issue themselves and that this is the reason for the delay in the start of the NASH trial until the end of Q3. By then, they will know much more about the prospects for cancer and they may want that before they start spending big bucks on NASH.

But I disagree on the injection versus oral concern. While it is less than ideal, the F8 version is really not going to be a big impediment. Moreover, NASH medicines will be almost certainly be used in combination therapy and Egrifta could easily have a role in a combination treatment.

I also disagree on the timeline. Cancer revenues could easily come sooner than NASH but not 4-5 years sooner. Maybe 1-2 years would be more realistic and that assumes a really good outcome onthe cancer trials that speeds the process, which is hardly assured.

jeffm34 wrote: There 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.