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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 Aug 25, 2022 9:33am
134 Views
Post# 34919427

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Long, very long

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Long, very longTo have clinical credibility, you need finances to fund the work. To have finances. you need to have investor credibility. So, it is a multivariate equation that is not always easy to solve. I suppose by adding that slide in the presentation last Spring regarding the patients that included a hint  about patient #2, they were trying to solve that mutivariate equation by giving us a tidbit of info while not undermining their clinical credibility. I think they could have gone further with that info and not undermined their clinical credibility. 

qwerty22 wrote:

OK we disagree, I think it might have looked like a desparate attempt to shine a turd. Look how reluctant they were to make any bold efficacy claims with all three signs of efficacy and some nice supporting comments from Shah. If they want to be taken seriously (I take them seriously) I can't see exactly how they would have made their claims just based on a single patient with extended stable disease. I don't think it's about scientific perspectives or investor needs it's about clinical credibility.

 

SPCEO1 wrote: I understand that froma scientific perspective would be optimal but TH also needs to consider the needs of investors. They went silent for  a very long time and the stockbled out a lot of investors during that period. Even a small lifeline like news on patient #2 would likely have changed the story enough to put a tourniquet on the stock price. 
 

 

qwerty22 wrote:

Why did they choose not to say anything about patient #2's long term success on the drug until July 2022?

I think ON IT'S OWN patient #2 is a weak pitch for a sign of efficacy. They really needed to wait for a PR and then bring up this patient to further support that PR. So I'd be looking to know when the partial response emerged and expect it to be timed around that. 

 

SPCEO1 wrote: I feel pretty confident they are doing a lot of work in the labs. But,since they don't talk about it much, it is just a feeling and those are not something that you can bet on and expect success.

TH does not seem to realize that in order to attract investors and keep them, you really need to feed them information before they start to starve and look for greener patures. They are much more inclined to store info as they get it and then announce it all at once, as we saw recently with the renewed grant for cancer research, then the debt deal PR followed shortly by the efficacy data from phase 1a. Since starving investors had already moved on, the impact of those announcements was hardly discernible for the stock. Why did they choose not to say anything about patient #2's long term success on the drug until July 2022? I am sure they had reasons for not sharing that info sooner but whatever it is that kept them from letting investors know over many, many monthshas to weighed against  the cost of that decision for the share price. Again, I have to think they were doing just that but maybe they need some new scales!   
 

 

jfm1330 wrote: They talked about something still using biopsies. They never said a word about imaging using their peptide to carry a positron emitter like Ga68 or Cu64.

Also, why do we have no news on the research work they are doing in cancer? It's been a long while since we last heard of anything on that front. What's going on with SN38?


PWIB123 wrote: THTX has already publically stated in their corporate presentation that this is a future opportunity.  It's one of their identified objectives, although it's not clear if they are proactively working on it today.

Per the online corporate presentation:  "Explore the need for a companion diagnostic for SORT1 to determine correlation of sortilin expression with response, improve patient selection, track treatment efficacy and identify early metastases."

SPCEO1 wrote: So glad to hear that good report from you today! I noticed you have not been posting recently so I was hoping all was well. I prayed for you this morning so your report was very timely for me. And also a good application to TH's situation as well. I have to believe they are working on this in the lab but they have not said anything publicly about it, so we cannot be sure. 

jfm1330 wrote: I got my seventh Lu177-Dotate treatment yesterday. It is funny because the two doctors in charge yesterday were two doctors I met for the first time, so they did not know my scientific background, so they after asking me how I felt physically, the fist thing they told me is that they were giving me two new cycles of treatement with this drug because I was still overexpressing somatostatin receptors on a recent scan, with no trace of other cancer types on another scan type. So one of the doctor told me: "we think this treatment will still be beneficial for you because of that". In other words, she was telling me that they were not doing it blindly, they had a strong scientific case to justify treatment. I understand that Thera is not at this stage with TH1902, but still, it shows the difference and why they need to develop an sortilin imaging method. The technology is out there, they just need to apply it to their peptide and do the development work that needs to be done to have it approved.

It's not even a full 24 hours since they injected me the drug and I aleready feel the benefits. I had pain in my one of my left ribs with a metestatic tumor, painful enough to not be able to sleep on my left side, and even yesterday, before going to bed, the pain is much lower. I was able to sleep on my left side last night without feeling pain. Also, in the last few months, my main symptom was huge fatigue related to hormone secretion by the tumors. On average I was sleeping 10 hours a day without feeling refreshed after sleep and I was no longer to do long bike rides. Today I was awake at six, after only 8 hours of sleep, and I feel no fatigue. All that after only sleeping 13 hours the two previous nights since I needed to change my sleeping pttern to wake up at 4 in the night to drive to hospital and be sure to be there at 7. Obviously it is anecdotal, but I feel clearly better after less than a day. I will see if it continues in the days and weeks to come. I will have a second treatment in three months.

I am telling you this experience just to show that efficacy in a targeted treatment is linked to target overexpression on tumors. It should Thera's top priority, other than the current trial, to work on a solution to determine sortilin overexpression before treatment. In my case, if doctors would have told me yesterday that they did not know if I still had somatostatin receptor overexpression, and that they were giving me the treatment in the hope I still had overexpression, it would have been much less enticing to go through that process. I was motivated to have it because I knew it worked on me in the past and the odds of it still working to some extent were high. Obviously if it would have been my last hope I would have taken it anyway, but if Thera wants to make a rn in less advanced patients and not be limited to last line therapy, they need to start to work now on sortilin imaging. Sortilin imaging is to TH1902, what drug formulation was to Egrifta. Now what the way they operate with Th1902 is clearly subpar, like the were subpar with F1 formulation of Egrifta. They can continue for a while without sortilin imaging while in clinical trial, but they need to have something ready, or close to it, for potential commercialization.


SPCEO1 wrote: Thank you, as well as all the others, for your condlences.

Regarding your "all comers" comment - you are well behind the times on that as it only applied to the phase 1a. Phase 1b is indeed targeting cancers their pre-clinical work showed had high sortilin expression. So, there is one worry you don't have to concern yourself with now. It is true they are not doing a diagnostic test to prove sortilin overexpression with phase 1b patients but there is a high probability the patients in the phase 1b do indeed overexpress sortilin receptors. 
 

 

 

 

 

 




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