Theratechnologies Inc T.TH

RE:RE:Trodelvy's most direct competitor in TNBC Ph 1 data released

[Wino115]

This is one of our better comp models to think about how Theratech could develop strategically.  SeaGen has gone from 1 ADC approved to 4 within 2 years.  That is clearly how THTX thinks about their own SORT1+ platform.  They will have the resources to not just further the existing peptide with various combo's and conjugates to attach, but also develop other peptides for other targets.  

As SeaGen went from 1 approved ADC to 4, it's market cap went from $13 billion to $28 billion.

qwerty22 wrote:

Here's a different ADC that got approved a few months ago for recurrent cervical cancer. This had an ORR of 24%, average  DOR of 8.3 months. Some patients got >36 months when expectation were max 12 months for anybody with this diagnosis.

https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-accelerated-approval-tisotumab-vedotin-tftv-recurrent-or-metastatic-cervical-cancer

Shows with cancers with limited options you can get an approval with lower numbers. Paul emphasized the presence of a couple of patients with cancers with unmet medical needs.

 

Wino115 wrote:

 

Here’s some Phase 1 results from the drug most see as the nearest direct competitor in TNBC to Trodelvy at this point (because TH1902 is not very well known!).  It’s from Daiichi Sankyo and Astra Zeneca and called DS-1062.

 

Data is from cutoff of Jul30 and for 44 TNBC patient cohort of the TROPION study.  Recall it’s a Topo1 inhibitor ADC.

 

 —-Objective Response Rate was 32% — in line with Trodelvy

 —- Disease Control Rate was 77% (disease control is total of complete, partial and stable disease).

 —- In TOPO-1 ADC Naive subset, ORR was 48%  —better than Trodelvy in apples-to-apples cohort

 —- Baseline had 11% with brain metastases, 68% 2 prior lines, 30% treated with TOPO-1 ADCs

 —- Disease Control “observed” beyond 7 months in patients with ongoing response

 —- No median Duration of Response reached at current date cutoff

 

Safety Summary:

 —-Grade 3 or higher TEAE’s in 23% (TEAE = Treatment Emergent Adverse Event)

 —- Serious treatment related TEAE’s in 5%

 —- Common ones of nausea, stomatitis in 50-60%

 

So seems the hurdle to beat is still around 35% ORR or maybe 50% ORR for those with high sortilin expression (so it’s proper cohort) and having a disease control rate that’s pretty high —so at least a bunch of stables and some partial and complete responses of 50% or hugher.