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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Comment by jfm1330on Jul 28, 2021 11:05am

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Post# 33616572

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:ATM

Their idea at this point is that docetaxel is a good enough drug to show some efficacy in some patients amonf all those that will be treated in phase I overall, hence, good enough to establish the proof of concept. Then, they will analyse the results in phase Ib to understand why it did not work on some patients overexpressing sortilin.

Remember, Marsolais said that they will start using patient derived xenografts (PDX) in mice. So they will be able to take tumor cells from a patient on which TH1902 is not working, graft some of those cells in many mice, and test it with other PDCs, like TH2101, or other they have that we did not hear about yet. Let's say TH1902 is also not working on PDX, but that TH2101 is. It would clearly show that TH19P01 is not the problem, but docetaxel is. They could also identify some genetic mutation leading to docetaxel resistance.

If they can establish the proof of concept, it will only be the beginning.

https://en.wikipedia.org/wiki/Patient_derived_xenograft

Wino115 wrote:
There's really 2 elements to it as well. The efficacy and POC of just the peptide THP01 and the toxin. If the peptide does what it is designed to do, they can still use other toxins that are more effective than taxol if taxol was "meh".

qwerty22 wrote:

.... and btw it's really hard to know what "fails" means around the Ph1 part 1 data. There are very few scenarios I would label an outright "fail" and the time for some of them has already passed. We might get weak efficacy indicators but this cohort is far from optimized for efficacy, the program can certainly handle weak efficacy numbers at this point.

qwerty22 wrote:

Soleus will sell if cancer fails, they won't be the only ones.

jfm1330 wrote: If this reflects what the market is really thinking, this is great. It would mean a weak drop in case of total failure in oncology, but a huge rise in case of really excellent results. You can buy the oncology potential for free. At the same time, it shows how these analysts are useless.

jeffm34 wrote:
Research capital just put a $5 target on TH.

$2.62 for their commercial sales and $2.31 for NASH. $0 for oncology.