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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 Wino115on Mar 02, 2022 9:05pm
151 Views
Post# 34477477

RE:RE:Bad choice...

RE:RE:Bad choice...I would say this board is generally highly informed about the key issues. So much so that we got ahead of ourselves with expectations once we figured out they must have dosed a few people with a few cycles at 420, and read that as good news.  While it was, and still is in that it is the current 1a level of max dose, it got our expectations too far ahead so that we think anything less is a disappointment. 

The fact is 300 should be fine and there's not reason they might not figure out where higher levels or more frequent administrations work to kill off the tumor and kill the vasculogenic mimicry and metastices ability. 

On what to expect -- 1a is not just MTD, which we seem to have a good handle on now, but also the safety data.  They should be able to release that and some of the PK/PD data --how much taxol was in the blood, those time charts they showed to see how quickly the taxol was absorbed, when they saw no TH1902 left in blood, etc...  That kind of stuff that Qwerty, JFM (and the disappearing bfm) like to interpret for us all.  Those were the two primary endpoints, so they have to talk about them. THe other stuff, and RECIST measures, were secondary. 


Lee430 wrote: Wino once again thanks for the sage wisdom, shared pain with the board does make me feel a tad bit better now, soooo now thinking a smaller pitch fork and maybe just a bic lighter.....geeze dating myself now maybe instead that handy cell phone light and a light sabre instead ;-> 


Wino115 wrote: Looks like CEO and Board should have waited for the option grants which normally would have happened right about now. All underwater by a chunk and likely some previously issued ones woudl be expiring around now. This swoon from $4 to $2.70 likely wiped out some decent money.

I actually would have much rather seen these become worth a nice bit of change for them all. Much more preferable to see their rewards aligned with shareholders and them doing well so that we all benefit and they taste the value of seeing the share build it's value and reflect what they're hard at work doing. As of now, all that work and not seeing any value. Let's hope that changes soon. We will be able to see whats out on the proxy and see what was given or exercised. Shame they didn't keep that momentum going through the trial.




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