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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 jfm1330on Dec 16, 2021 1:45am
249 Views
Post# 34235527

RE:RE:RE:RE:RE:RE:Form 10 registration statement just filed

RE:RE:RE:RE:RE:RE:Form 10 registration statement just filedI did not find a direct comparison but my understanding is that SN38 is more potent than docetaxel or doxorubicin. The problem with this molecule is that SN38 is not soluble and stable enough in water and that's why it's not an approved drug by itself. It needs to be linked to another molecule, more soluble in water, with a cleavable link, to be used. It is the case with the approved drug irinotecan, but it is 1000 times less active than SN38 alone. That is why SN38 works in an ADC like Trodelvy, when it is linked to the antibody it is soluble and stable and can enter the cancer cells, than be cleaved.

Thera is hoping they can do something similar by linking it to TH19P01, circumventing the solubility ans stability problems and having a more potent cytotoxic drug that is not under patent. That being said, I don't know if they will be able to load two molecules of SN38 on TH19P01 and keep the solubility of the PDC. SN38 is half the molecular weight of docetaxel, so weight wise and size wise it should work, but it is a less polar molecule than docetaxel that is already not very polar, so solubility of SN38 is lower in water or in serum. Water is polar molecule, and polar molecules are soluble in water. Lipids are non polar molecules, so non polar molecules are soluble in lipids. Let's remember that docetaxel has very low solubility in water, but SN38 is worst. There is also stability problem at physiological pH with SN38. Linking it to another molecule with the right chemical bond, so the right linker, will help stabilizing it. So it seems to be more complcated to work with SN38 than with docetaxel, but it seems to be more potent. 

Another thing about SN38, when compared with docetaxel, is that the rise of the MTD with a SN38-TH19P01 PDC, compared with TH1902  could possibly be much higher since SN38 cannot be used alone and only linked to another molecule in irinotecan that is 1000 times less potent. So if a new PDC using TH19P01 could be a better carrier of SN38 with targeted delivery in cancer cells, my guess is that the MTD of this new PDC in SN38 equivalent could be much higher that the MTD of SN38 through irinotecan. All that to say that they move from doxorubicin to SN38 because they think they can achieve a much more potent PDC than TH1902 or TH1904. Remember, if the proof of concept is established with TH1902, the limiting factor for efficacy will be docetaxel and possible resistance in advanced patients that resist to doceraxel alone.

SPCEO1 wrote: They did mention previously they were moving away from TH-1904 to SN38. Nothing new there but I think it would be interesting to speculate why they have done this. I am not scientifically adept enough to do so myself. They were initially more interested in TH-1904 than 1902. What does SN38 bring to the progress of the Sort1+ program? Is that a natural progression from a science perspective or does it tell us about some potential flaw in 1902?


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