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 > Credit Suisse event now available

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Comment by qwerty22on Nov 12, 2021 10:21am

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RE:Credit Suisse event now available

So it's pretty clear now that the part1 protocol is different to the way they previously presented it (Scarlett was bang on). So enrolment numbers are still very low. I think I'm a little more comfortable about there being no efficacy signal so far. Once you combine the low patient numbers, all-comers, low doses and super sick people then it's perfectly acceptable to not have a signal so far. The pain for us has been the time it has taken to get to this point, I think the impression was we'd get to this point faster than we actually have. So for me the good news is they have gotten to this point in as good a shape as you might expect from a safety perspective and if there is going to be a first sign of efficacy then is was probably always weighted to happen from this point forward so the lack of efficacy so far is not too much of an indicator of what might happen in the weeks/months to come.

Like SPCEO I wish they'd be more open about some of the things they've seen in the patients so far. If they are presenting the mouse data for drug breakdown in the blood. And they say they have early human data for that as well and both align. Why not flesh that out a little. If the amount of free docetaxel is very low then some sort of provisional peak number would be super encouraging.

I think I parse Paul's positivity as arriving at this point is the trial in as good a shape as you might hope for. The potential for efficacy (if it's coming) is still ahead of us.

Along the lines of SPCEO's grading it's -

B- for the state of play so far (it would be higher is they shared more actual human data)
D for the length of time it took to get here.

Just on NASH

Sounds to me like time (and waiting) is going to be another important factor in advancing NASH P3. I don't expect anything until later in 2022. Sounds like they are seeing many in the NASH space are in a wait and see mode. If the wait drags on it won't simply be due to the internal strengths/weaknessses of the program alone.