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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 Feb 02, 2022 11:30am
214 Views
Post# 34389218

RE:No news yet on IV Push and China

RE:No news yet on IV Push and ChinaWhy do you fear China stealing IP? Do you have examples of patented drugs in the US that they are manufactiring and selling in China and in other countries without having the right to do so?

Also, there is no IP to steal in the case of TH1902. The amino acid sequence of the peptide is puclicly known, same for the linker and where it is attached on the peptide and on docetaxel. Any organic chemistry lab with minimal knowledge in chemistry would be able to make this PDC right now with publicly available information. There is no highly sophisticated chemistry involved there by today's standards. In other words, there is no manufacturing secret involved. So any Chinese company could manufacture it today and sell it in China or elsewhere, if they think they can do it without problems. So a partnership with a Chinese company would not change anything. In fact, signing a partnership would indicate that this Chinese company wants to play by international rules.


SPCEO1 wrote: Which is not all that surprising as that cannot be a top proiority for the FDA that no doubt has been impacted by Omicron employee absences.

Also, with the two week Chinese New Year celebration having started, it seems unlikely there will be any news on a possible Chinese partnership until at least after the holiday is over, assuming TH even decides to press forward with such a partnership. While China may steal their IP as a result of such a partnership, I am sure the thought process at TH, and other drugs companies doing such deals, is that patent protections will still be in place outside of China and any money they can get out of China is effectively an unexpected gift. Still, why do such a partnership now? And what if China steals the IP, throws a lot of resources at it that TH cannot possibly do itself, devises other drugs which TH does not have patent protection on before TH is able to do so and sells those drugs internationally? One has to wonder why China has targeted little TH at such an early stage of development of its cancer drugs unless this is its plan. The good news is that they have evidently seen the potential and want to get in on it as early as possible.


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