Theratechnologies Inc T.TH

RE:RE:RE:RE:FDA approved Gilead’s AD

[scarlet1967]

That post was great I believe someone reposted on Stocktwits too.

Wino115 wrote: You'll recall I used some projected revenue numbers from a firm on various cancer indications on each of the 5 in the basket portion of the trial. I discounted them for starting just as 4L.  What I came up with was that mTNBC would be the largest at around $2bil and the others would each be around $1-$1.5bil.  So it could be in that $5bil+ range for peak.  If you moved it down to 3L, 2L, 1L you can probably double it all again.  Let's also not forget TH1904 and whatever else they come up with --they've mentioned a TKI to go after hematological cancers.  For those that may not respond to the taxol version, you'll soon have the rubicin version and perhaps others.  If you saw similar response rates, I guess you could throw those all in there too.  It could be, if it proves up, quite an astonishing platform, and that is how they are looking at it. 

I have that post bookmarked if anyone want's me to post it up again. 

scarlet1967 wrote:

 

As per our old friend Brian Abrahams to justify the 21 billion price tag the peak sales should be around 5 billion for breast cancer indication, one has to wonder if THTX’s PDC lines get approved chasing 5 or 6 cancers what the price tag would be?

 

“A renowned oncologist who directs the breast cancer division at a major research hospital and institute in the U.S. labeled the improvement “striking,” RBC Capital Markets analyst Brian Abrahams said in a note at the time.

 

 

The showing led to Abrahams’ projection that Trodelvy would achieve late-line mTNBC use that’s “close to universal.” He even expected physicians would use it in earlier lines of treatment off-label right after surgery and radiation.

 

 

SVB Leerink analyst Geoffrey Porges has previously outlined roughly $1.5 billion in peak sales for Trodelvy in third-line TNBC alone, while Abrahams has forecast $4.7 billion in peak sales in breast cancer. To justify the $21 billion acquisition price for Immunomedics, Trodelvy needs to hit around $4 billion to $5 billion in peak sales, analysts have figured.”

 

Gilead snags full Trodelvy breast cancer nod, but it needs more to make the $21B Immunomedics buy worthwhile | FiercePharma

 

Wino115 wrote: This is the Immunomedics drug they bought in the $21bil deal. I think this is also why that KOL said a 3L/4L TNBC drug with a 20-30% response rate and 2 months of PF survival is a huge improvement.  That seems to be the bar to meet or exceed with TH1902 for the TNBC indication.
 

 

scarlet1967 wrote: The drug can cause severe neutropenia yet it got approved due to lukewarm results, now they want to go global. It shows a drug used as a last line of defence can get approved even with serious adverse effects and..,,

“Today’s approval is the culmination of a multi-year development program and validates the clinical benefit of this important treatment in metastatic TNBC,” said Merdad Parsey, MD, PhD, Chief Medical Officer, Gilead Sciences. “Building upon this milestone, we are committed to advancing Trodelvy with worldwide regulatory authorities so that, pending their decision, Trodelvy may become available to many more people around the world who are facing this difficult-to-treat cancer.”

 

https://www.gilead.com/news-and-press/press-room/press-releases/2021/4/fda-approves-trodelvy-the-first-treatment-for-metastatic-triplenegative-breast-cancer-shown-to-improve-progressionfree-survival-and-overall-surviv

 

Trodelvy also may cause serious side effects, including:

• Severe neutropenia: Neutropenia means you have abnormally low levels of neutrophils, a type of white blood cell. People with neutropenia have a much higher risk of getting serious infections. Your doctor will monitor your neutrophil counts while you are being treated with Trodelvy. If you develop neutropenia, you may be treated with a granulocyte-colony stimulating factor medicine such as Neupogen (chemical name: filgrastim), Neulasta (chemical name: pegfilgrastim), or Zarxio (chemical name: filgrastim-sndz).
• Severe diarrhea: Severe diarrhea can cause dehydration, low blood pressure, and severe kidney problems. Tell your doctor about any diarrhea you have so it can be treated right away.

 

Trodelvy (sacituzumab govitecan): Side Effects, How it Works, and More