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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 Sep 06, 2022 2:08pm
128 Views
Post# 34944480

RE:RE:RE:Thyroid cancer

RE:RE:RE:Thyroid cancerProbably this explanation and your point #4 would explain it. I did get a sense from them and others I have seen trying to tackle the refractory cancer puzzle that if you can just show any tiny sign there's some decent response level and additional months, no matter how small, you will have a far better chance with the FDA to get approval for a therapy like that.  It's small money, but get's you on to the playing field, which would be huge for THTX.

I like your idea on adding a bit more on Sortilin.  I had one checkbox in the "Assorted" section (400) and it was the general question of whether sortilin is overexpressed based on cancer severity as all the papers theorized. 

I will update it again in a few weeks or if more data comes out.  

By the way for everyone, the big cancer conference is going on this week and there's ton's of papers.  If I see any more "benchmark" RECIST numbers that analysts jump up and down about for solid tumors I will post.  I did get one today on some new Daiichi ADC numbers from a P1/P2 trial.  They target B7-H3 for a basket of solid tumors.  The data was for metastatic NC Prostate cancer and there was an objective response rate of 38% (16/42) with 12 confirmed PRs.  No data on  PFS yet.  The WHOLE basket trial numbers on all solid tumor types is 30/91 ORR, or 33%.  So once again, these ORRs are all within the realm of what we've been seeing.  This is pretty good for a metastatic prostate cancer, so to the analysts, it validates all the trials in ADCs going after the B7H3 target.  





SPCEO1 wrote: I remember a conversation with THTX management, some time ago so the details of my memory may not be accurate, but what I believe they said at that time was Thyroid cancer was included because it had very high sortilin expression in their lab tests. It was a very small market size but if they could prove out their concept with it, thay might just run with it and seeif they could get that indccation over the FDA approval finish line first.

qwerty22 wrote:

1) Why would you trust a random 3rd party website like this? Go to the source. The clinicaltrials website doesn't mention anaplastic thyroid cancer.

2) Read a bit deeper. Metastatic thyroid cancer has a Sortilin hit rate of 40%. Still not very higher but much better than the headline numbers. This cancer is in the basket arm. That means lower priority. It means sharing 20 recruitments with other cancers. Let's say they recruit 5 metastatic TC patients. There a good chance they hit 1 or 2 Sortilin expressors. At this stage that might be all they need to get a very early indication. 

3) You have to understand IHC is not a quantitative method. It's fine within the boundaries of these experiments to set arbitrary numbers for the levels of Sortilin expression to compare between samples but it doesn't transfer over to other experiments all that well. Nobody has any idea what th1902 needs in terms of Sortilin expression to work. Taking one researcher's definition of over-expression and trying to paste it onto what th1902 needs is just bad science. JFM doesn't seem to understand this.

4) We don't know how thyroid made it into the trial. THTX may have done their own straining of samples and got better numbers. It might be the fda that pushed for this. It might be that metastatic thyroid cancer is completely untreatable and the unmet medical need is what makes this an attractive target. If we go on what JFM has found about Sortilin then yes thyroid cancer looks a bad choice. But why assume all these guys (remember the fda ok'd this) are 1diots making bad choices? Why not look for other reasons why thyroid cancer is included?

5) We can't keep going over this. There is a right time to introduce Sortilin testing. For several reasons it's not at the start of the program. If you think not testing for Sortilin is a killer blow to the program then you probably shouldn't be investing because they've clearly stated they aren't doing it yet. I don't think it matters all that much. If Sortilin was a well understood cancer target, with a massive history THTX could draw on to inform themselves then I could understand. If they were chasing HER2 then testing would be obligatory. Sortilin is not well understood, THTX has to do almost all the learning for itself. It might not seem to make sense but NOT screening for Sortilin in the first instance actually allows them to do that learning better. This is the first ever use of a Sortilin targeting drug in humans. EVER! We are in phase 1. That by it's very nature is exploratory and all about learning. JFM has it all worked out already through assumption.

JFM's big problem is he takes one scientific idea and looks at it in isolation. He can't actually locate it within the real-world, practical process of working your way through a clinical program. To me THTX are doing exactly that. We can't expect to have all the answers to all the questions now. Sortilin is just not well understood enough to allow that. THTX have to DISCOVER the answers. That's both the challenge and where the value lies.

 

jfm1330 wrote: It is so boring to follow Thera, no news, nothing, that I found a link saying that Thera was recruiting patients with thyroid cancer and also anaplastic thyroid cancer.

https://www.medifind.com/articles/clinical-trial/239307806


I was surpised by this distinction, so I made a little bit of research on anaplastic thyroid cancer (ATC) and sortilin expression. I ended up with a relatively recent article from 2172 stating that sortilin is not overexpressed at all in anaplastic thyroid cancer and that there was low to very low overexpression in two other types of thyroid cancers, follicular thyroid carcinoma (FTC) and papillary thyroid carcinoma (PTC). Baseline expression in non cancerous thyroid tissues is around 15, ATC 24, FTC 29.7, and PTC 40.8. Important to note that the article defines high sortilin overexpression at 100 or higher. So all these thyroid cancers types seems to be nowhere near high overexpression.

Again. I don't see how they can enroll patients in phase Ib without histological determination of real sortilin overexpression. Based on what the released publicly, this is the enormous weakness of this trial. How would you convince a patient with thyroid cancer to enroll in this trial if he would be aware of those numbers? Only out of total despair.

https://ajp.amjpathol.org/article/S0002-9440(17)30492-3/fulltext

 

 





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