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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

Comment by SPCEO1on Jul 21, 2021 2:25pm
144 Views
Post# 33582232

RE:RE:RE:RE:RE:RE:RE:RE:RE:TH2101

RE:RE:RE:RE:RE:RE:RE:RE:RE:TH2101Oh, they could express it more strongly. I am 100% certain that if the CEO of CYDY had seen whatever it is that THTX management is seeing in the phase I cnacer trial, he would have had 8 confernce calls about it by now and twice as many press releases. I am not suggesting that is the extent that THTX should go to but just saying they are in a pretty normal spot versus the average copany with regard to how they are speaking about it.

The bigger problem seems to be who they are able to reach with such positive statements. For the most part, it is the classic philosophical situation of the tree that fell in the woods that nobody heard. Did it really fall if no one is aware of it falling? 

I think the company is dropping us who are paying attention a few hints about the progress that is being made (hiring patterns, NASH partner plans, the new pre-clinical info, etc.) but until there is firm data in Q4, few are going to notice. Which is frustrating to us who are paying close attention, but it also gives us enough to keep us going until the confirmatory info is available.

Meanwhile, THTX needs to do all that it can to make sure there is a much larger audience of  potential investors anxiously awaiting those cancer results in Q4 if the share price reaction is going to be close to what we think it should be if the results are good.  

jfm1330 wrote: It is clear right now that preclinical research is already undeway with other PDCs, and that they plan to further the preclinical work. You don't look to hire a preclinical project manager if this not your plan, and you don't hire a drug discovery scientist if your plan is not to make new PDCs out of TH19P01. Look at the new corporate presentation, they are all in on oncology. A switch like that is only possible if the top management is convinced to have something very meaningful in their hands. And we know they strogly believe in it, it is written in their last PR and Levesque said it in the last CC. They think they have a platform that has the potential to transform the way cancer is treated.

Funny to read some still complaining that they are not promotional enough after such an extraordinary statement. It is there in plain sight, they are not downplaying it, they are no longer conservative about expressing their expectations. Yes the statement is still conditinnal, but the clearly express what they think the potential is, and their actions, given their means, are in line with that statement. Again, they are all in on SORT1+, and they strongly believe it will succeed in a very meaningful way, othewise you don't say it has the potential to transform the way cancer is treated, not a specific cancer type, but cancer in general. At this stage, I don't know how they could express their view on oncology more strogly.

juniper88 wrote: Initially Th1902 was for TNBC and Th1904 for Ovarian cancer.  But then they started doing more test and as you know Th1902 worked on other cancers too.  And Th1902 actually worked better on Ovarian cancer than Th1904.

I believe that first Thera should concentrate on Th1902, there is a lot to be learned.  And if the peptide works some serious research should be done to see what other substances could be used with the peptide.  There are numerous substances that are effective against cancer stem cell in vitro, but cannot be used systemically because of toxicity.  
 




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