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 > Cost effective trogarzo

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Comment by scarlet1967on May 06, 2021 1:29pm

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Post# 33141765

RE:RE:RE:RE:Cost effective trogarzo

I didn't read the article but your calculations doesn't add up unless I am missing something so if the uptake is 5% of the total target market what that has to do with 20% growth YOY? The 5% uptake can result in 5% growth or 20% or 50% etc it depends on your base line numbers! For instance if they have 200 patients currently and their target market is say 2000 a 5% uptake would represent 100 patients the growth rate will then be 50%.

qwerty22 wrote:
If you go back to my original link you can read the full paper.

Their model assume a relatively slow uptake of Trogarzo "5% incremental uptake each year"

Unfortunately my device won't allow copy and paste from that document, there's some interesting numbers spattered throughout the paper on the size of the market and uptake rates.

I know this is a less important discussion now but it goes back to a point I've made a few times.

What is drawn as a pyramid of the Trogarzo market in THTX's presentation shows 50% of the MDR market requiring drug changes. What this model assumes is Trogarzo only picks up 5%. This in my view is how expectations got too high.

https://www.theratech.com/wp-content/uploads/2021/04/Theratechnologies_Corporate-Presentation_April-2021.pdf

If this economics model is at all accurate doesn't it call into doubt Paul's 20% growth YoY?

scarlet1967 wrote: Funding for this study was provided by Theratechnologies Inc. Authors maintained independent scientific control of the study design and analyses.

palinc2000 wrote: The author is in Health Economics ...I never heard of such profession....Did THTX pay for this report?
This is a great argument to add to the equation