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.

TSX:TH - Post by User

Theratechnologies Inc > Friday or 4pm NR is better

<< Previous

Bullboard Posts

Next >>

Comment by stockman75on Jan 21, 2022 11:11am

108 Views

Post# 34342578

RE:RE:RE:RE:RE:Friday or 4pm NR is better

I thought Paul liked to sand bag on timelines. Were they just that bad at estimating the timeline? This isn't his first rodeo here..

SPCEO1 wrote: Hopefully, there is much more info coming from those meetings but you a re probably right to say it will be mostly about resetting expectations regarding the length of the trial.

qwerty22 wrote:
Don't torture yourself on what open-label means. They know everything that's going on in the clinics.

The easiest way to explain all this, for me, is our expectations were wrong. A "complete cycle" , whatever that means is NOT 3 weeks. If dose escalations were actually taking 6 or more weeks to achieve for whatever reason, let's call it 'testing', then everything is as it should be. Most of 2021 patients where getting dosed at what you expect are sub-efficacious doses and not getting very sick from the drug either. Only the past couple of months they've slowly started to move into what you might expect to be efficacious dose ranges and the wait for responders and safety signals only really began at that point.

It almost feels like the report back into October was saying the first safety phase is over, now the fun begins. We thought by Oct they'd be well into the fun it as well. It feels to me you can safely double your timelines from the start of the trial and you'd be closer to reality.

As I tried to say in the previous post the only problem from Paul's perspective might be the need to reset investor expectations. Everything in the trial might just be running fine. An efficacy signal might have emerged by now, it might not, both would still be in line with expectations given the numbers of patients enrolled so far at efficacious doses.

Sounds like SPCEO will get feedback on what was said in those meeting. It wouldn't surprise me if it wasn't much more than resetting timelines.

Wino115 wrote: Question for the board on what the term "open label" means for this Phase 1. If I recall, this has been described as open label. I'm very unclear about what that means. Google just says it means the patient and doctor know what they are getting, so seems more apt for a placebo controlled study.

The reason I bring this up is that if open label means all the data is collected and viewable by other clinicians, CMO, CEO, etc... they would then run the risk of someone "inside" seeing things like scans or responses and trading on that info. Someone on the other board mentioned this situation and felt the declining stock price suggested no efficacy or response seen yet.

Anyone understand the actual intracacies of what open lable means for this trial? If it's as he suggests, then a company absolutely should inform the market of anything material.

SPCEO1 wrote: The first meeting is a breakfast on Monday. So, if TH wants to talk about somethnig other than is in the presentation, they would need to do a press release today or Monday morning before the open. I would be shocked if either happened, so for the moment at least, what is in the presentation is all that we are going to get from the company after a long period of silence. The people meeting with the executive team (CMO, CFO and CEO will be in attendance) will be able to read body language, ,attitudes, etc. and come away with a perception of where things are at but they will not have any hard facts to chew on. The main reason for that is the phase 1a trial is not completed and, for reasons that have yet to be explained, TH has chosen to not share trial info until the MTD is found.

Since I do not think the CMO, CFO and CMO have been on vacation the last few months, we can be sure a lot has happened behind the scenes. The average TH investor, an incredibly patient person, is more than ready to hear what is really going on and it seems like we will have to wait even longer to get the info that is needed to accurately determine the propsects for this investment. The weight of evidence we have at the moment suggests something good is the most likely outcome but we don't know how good and we don't have a firm grasp of the odds of some degree of success. Hopefully, it will not take too much longer for TH to de-risk this situation.

realitycheck4u wrote: As I had stated before. If some news is coming out then it shoulod be released at 4pm as this gives time for news to circulate in advance of a call for the next morning. It ensures good news is digested.