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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 SPCEO1on Jan 18, 2022 4:26pm
216 Views
Post# 34330323

RE:RE:RE:RE:RE:RE:RE:RE:Best Case Scenario

RE:RE:RE:RE:RE:RE:RE:RE:Best Case ScenarioCould it be that they are only accepting one patient at a time from each of the centers? I suspect that might be what is going on as they would likely be looking for geographical diversity with so few patients in the phase 1a.

jfm1330 wrote: I have a hard time to believe that they are still enrolling one patient per dose level, maybe they are enrolling them sequentially at the same dose, but if you look at their diagram in the Credit Suisse presentation, they should be well at doses requiring many patients. I am not putting in doubt what juniper88 said he was told, but if they are still at one patient per dose level, we will have the results of this thing next summer.


longterm56 wrote: Wow, Juniper88, that really brings some reality to this board, thanks for sharing. It also reminds me that this is much more than an investment ... it may be a lifesaving drug to many people.  I hope something changes soon that would allow your wife access to a trial. 

A question to the board ... if they are only accepting one patient at a time, doesn't this mean they have not yet reached a dosage that has caused problems?  Once they do, they back down and give a lower dose to several ... correct? 


   -LT



juniper88 wrote: As most on this board probably know my wife is battling Ovarian cancer. Through the help of Rusty who connected me to Christian Marsolais my wife was referred to 2 different clinical sites. Unfortunately, my will not be able to get onto the trial at this time because there is a waiting list to get on, so I was told. I was also told that they are still enrolling 1 patient at a time. It seems to me, and I'm just speculating, that patients are on a waiting list because doctors have seen some efficacy.
Wino115 wrote: Yes, I borrowed this from the science guys here -- Recommended Phase 2 Dose (RP2D), although I think this is a term they use in trials.  In our case, it will also be for Phase 1b, although they may play around with some other dosage schedules around size and timing if they learned something over 1a that's intriguing.

juniper88 wrote: The dose to be used in the Phase II trial.

SPCEO1 wrote: I am likely going to say "Oh, of course!" but what is RP2D?

Wino115 wrote: Somewhat implied in your Best Case, but I would add a few signals around that final group of 6 patients that took the MTD to make it the RP2D:
  --- All six are still on the drug and longest on the trial is at 4 months of progression free survival and ongoing.
  --- Of those 6, at least 2 of 6 have had an objective response of some kind (recall, ORRs of      30% are considered huge in this class of patient. ORRs would be partial most likely, which is at least a 30% reduction in tumor).

SPCEO1 wrote: Here is how I would define it:

1.) Meaningful tumor regression in all sortilin overexpressing patients who survived long enough to get meaningful measurements in the phase 1a trial.

2.) MTD established at roughly three times the normal docetaxel dosage

3.) Minimal safety issues in the phase 1a. No worrying issues in the trial at all.

4.) FDA grants TH-1902 Breakthrough Therapy status

5.) US cancer analysts rush to pick up coverage of TH

6.) TH holds another cancer KOL presentation to update the market on the latest findings with Dr Rothenberg as one of the main speakers. The presentation includes not only more detail on the phase 1a but also addresses a now expanded phase 1b trial that will look at as many as 8 dfferent sortilin overexpressing tumor types and will also delve into where the Sort1+ platform goes from this initial start.

7.) These developments are all completed by the end of March


What am I missing? 

Obviously, the reality of the situation is likely to be much more complicated. But sketching out a Best Case Scenario can help us judge how good the reality is when it finally becomes reality, which hopefully will be quite soon. Since I am an optimist, I will leave the Worst Case Scenario to anyone else who might want to out it together.

 

 

 

 

 

 




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