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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. It blocks viral entry into host cells while preserving normal immunologic function. The Company is also investigating an intramuscular method of administration of Trogarzo. 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.


TSX:TH - Post by User

Comment by Wino115on Jun 26, 2021 7:11pm
133 Views
Post# 33456684

RE:RE:RE:RE:RE:RE:Breakthrough Therapy

RE:RE:RE:RE:RE:RE:Breakthrough Therapy

In the past you have mentioned the various indicators that oncology trials report on --things like ORR Overall Response Rate (made of PR+CR, partial response plus complete response), PFS Progression free survival, OS Overall Survival, DoR Duration of Response being the key ones along with the Tumor response criteria (RECIST).  Each of the tumor types they are testing has different "best in class" parameters around those that you would need to show superior efficacy and safety to, not just get BTD but to find a commercial market to sell into. 

One thing we've heard over and over is that typical chemo allows 3-6 rounds of treatment every 2-3 weeks before either weight loss, neutropenia or another adverse event halts the treatment. They believe the way TH1902 works (and was shown in mice) is that they can go well beyond the 6 treatments and also get more chemo directly into the tumor cells.  So the "treatment window" can be multiples of existing therapies.  In last weeks call, Marsolais mentioned a few times in reviewing the tumor response charts that given the safety signals they saw they could have continued dosing but there was no point as the lab work proved their hypothesis.  

So my question is, would just showing you can extend the treatment window in each tumor type by a factor of 2 to 5 (or higher) times existing chemo be sufficient to get you BTD, accelerated approval, etc?  So if you are equal in ORR but have a higher PFS because you can keep treating people for many months further be sufficient?  I am guessing it would be as it implies safety superiority and higher survival rates even if response rates are equal or less.  So seeing a long treatment window for each tumor would essentially tick all the boxes for BTD and AA most likely.  



qwerty22 wrote:

It's going to vary with indication. There are some cancers in the basket trial that have significantly higher unmet medical need. R/R pancreatic looks awful, once first line drugs are no longer working the remaining drugs looks to have quite poor profiles, from memory one drug got approval on a 10% ORR. If they had a response in pancreatic the first thing you can say is the potential for clear superiority over docetaxel because that drug just doesn't work in that cancer, second you have a clear unmet medical need. So at a guess BTD comes earlier if pancreatic cancer patients respond.


(I'm not writing off the other indications in any way)

 

scarlet1967 wrote:

 

It seems unlike fast track designation the BTD can’t be requested at IND stage, the drug needs to show safety and good efficacy among others to be considered for BTD. It could be as early as during phase1 but ideally not later than end of phase2. It is somehow hard to look at historical examples.

The PDC  technology is quite new compared to  specifically traditional chemotherapy and  ADC. We all know the advantages of targeted drug delivery versus traditional chemo but compared to ADC there are some clinical and other benefits  such as in case of PDC the use smaller molecules which can bypass the MDR easier(penetration of tumour cells), better solubility, less immune reaction also cheaper to manufacture.

Generally speaking the clinical advantages of PDCs and targeted drug delivery  in theory could end up with surprising good safety and efficacy early in the process so it all depends on the results if really promising they can apply for the BTD at the end of part1 phase1. They had really good results on late stage cancers with sortilin over expression up to 80% in animal models if they can duplicate those  results in humans  especially as their PDC only needs 1/4 of dosage compared to docetaxel alone they could be at a therapeutic dose by now absent toxicity,  by end of 6th cycle they will be well above those therapeutic windows so primary significant tumour regression early on during the trial is quite possible, that would be definitely a good case to apply for break through therapy designation.

I was hoping that they would share more data but it turn out to be wishful thinking maybe they want to share after end of part1 when more patients have been dosed so the PoC is more reliable, their optimistic language during the webinar to me is a very good sign that thus far results are good which is great. Later on if the results are promising they can apply for priority review and accelerated approval as well so I guess the explanation of wide estimated duration of the program varying from 2 to 5 years depends on the rolling results.

 

“ADCs can also generate dangerous immune reactions, yielding toxicity and halting further therapy.28 Furthermore, the complicated structure of ADCs results in high production costs, in some cases restricting access to these drugs as their cost-effectiveness may be called into question by health insurers. Owing to their high molecular weight and protein-like physicochemical properties, ADCs also suffer from restricted distribution which can prevent these therapies from penetrating some types of solid tumours and limiting their efficacy.

To overcome these issues, many research groups have explored alternative approaches such as peptide-based drugs, protein–protein interaction inhibitors (PPIs) and drug delivery transporters.”

 

https://pubs.rsc.org/en/content/articlelanding/2021/cs/d0cs00556h#!divAbstract

 

“There are multiple approaches that a sponsor may utilize to show substantial improvement. For example, a head-to-head comparison of the new drug to the current standard of care in an early stage trial may offer enough evidence of a meaningful basis for the breakthrough designation. Early patient data without a direct comparison in a clinical trial study that provides better understanding of disease progression may also suffice. For instance, if a certain cancer type has an 80 percent progression rate in a one-year period, yet a drug in early trials shows a 10 percent progression during the same timeframe, a head-to-head trial to prove substantial improvement may not be needed.[25]”

 

https://pharmdevgroup.com/fda-expedited-programs-explained/

 

“An effect on an established surrogate endpoint

An effect on a surrogate endpoint or intermediate clinical endpoint considered reasonably likely to predict a clinical benefit (i.e., the accelerated approval standard)

An effect on a pharmacodynamic biomarker(s) that does not meet criteria for an acceptable surrogate endpoint, but strongly suggests the potential for a clinically meaningful effect on the underlying disease

A significantly improved safety profile compared to available therapy (e.g., less dose-limiting toxicity for an oncology agent), with evidence of similar efficacy

A drug that receives Breakthrough Therapy designation is eligible for the following:

All Fast Track designation features

Intensive guidance on an efficient drug development program, beginning as early as Phase 1

Organizational commitment involving senior managers

 

Ideally, a Breakthrough Therapy designation request should be received by FDA no later than the end-of-phase-2 meetings if any of the features of the designation are to be obtained. Because the primary intent of Breakthrough Therapy designation is to develop evidence needed to support approval as efficiently as possible, FDA does not anticipate that Breakthrough Therapy designation requests will be made after the submission of an original BLA or NDA or a supplement.”

 

https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/breakthrough-therapy





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