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 > Steven Harrison

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Comment by palinc2000on Oct 29, 2021 8:52am

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Post# 34062384

RE:RE:RE:Steven Harrison

As we all know there are many shades of grey ....over 50 at last count!!!!!
On a more serious note if Paul s words mean anything then we should find out in the very short term the decision on Nash --initiating Phase 3 with a partner or without a partner and Paul said that he was getting anxious to start ....Delaying for a year is NOT in the cards

qwerty22 wrote:

I was just thinking it's a difficult space to do a deal in, you went a whole lot darker. Just to try bringing it back toward the light. Harrison has his fingers in many, many pies. I expect it's a more general impression of the situation rather than thtx specifically. I think you and me think the deal making process takes longer. If thtx are having any success than it's probably still early/mid stage. If that was the case then I don't think that would make much impression on Harrison's overall opinion of the state of deal making in NASH. Still definitely an uphill struggle. To be honest I've always thought THTX's 'decision' to look for a partner was driven by pragmatism. More just a recognition that something needs to change before they can activate the program.

Wino115 wrote: Putting 2+2 together, Harrison was just talking with THTX management about their program and has been hired as a KOL/Advisor or something and he very clearly states in the podcast that money pursuing NASH is on the sidelines right now until a success is seen. This leads to the inevitable conclusion that some of Harrison's opinion is informed by tidbits he may have picked up around the THTX NASH partnering process. Pure speculation, but I'm pretty sure he would not have said that if he had heard there were multiple ongoing discussions that happened quickly from Paul.

qwerty22 wrote: Fairly sobering assessment of the state of NASH drug development landscape from SH. Start at 42:10. You have to remember this is a guy whose professional career(his business, his clinical and academic career) is completely focused around success in the NASH space.

https://surfingnash.com/s2-e51-precision-medicine-fibrosis-liver-function-and-the-future-a-discussion-with-scott-friedman/

The need for a company to get a win in the NASH space and to get beyond biopsy seem like bigger factors than the internal merits of any program.