Theratechnologies Inc T.TH

RE:RE:RE:RE:Summary from a Life Sciences ESMO Dinner on Breast Cancer

[Wino115]

I agree with this and in one of my "dream" models you may recall I ruminated about a future massive revenue line that could be using Th1902 as an anti-metastatic/anti-VM for all solid tumors.   The thought coming from the original study where they showed a pre- and post-treatment of adding in TH1902 with your regular chemo had the single best anti-metastatic effect.  Recall those mouse lung pictures.  Now this study shows the combo of Th1902 and carboplatin doing a pretty amazing job as well.

If they could do the science around using this pre- and post-treatment to interupt the CSC properties, it would dwarf all other potential revenue lines for their business.  Pretty amazing if so.

qwerty22 wrote:

I wonder whether there are other implications to the anti-CSC activity they have shown in the lab? An awful lot of the on going issues in cancer come from recurrence and resistance and in many ways CSC are implicated in those processes. They are the cells that stubbornly hang around, avoid treatments, change and adapt. You would imagine drugs with proven action against these types of cells would make perfect candidates for combo with other therapies. We are a long way off from proving this. I'm not sure if it's possible for them to identify whether they are specifically targeting CSC in enrolled patients. Are there blood or biopsy tests that might show CSC depletion? It's a nice property of the drug to think about, something potentially special.

 

qwerty22 wrote:

 

Seems like everybody wants to move on from poor old docetaxel ASAP, even after they just told us it may do interesting stuff to CSCs.

 

Wino115 wrote: Enhertu is the beast right now.  If THTX can attach some kind of exatecan on to their peptide, it would be interesting to see.  That's the toxin in Enhertu. I have no clue if it's generic or not.
 

 

SPCEO1 wrote:

We hosted a dinner at ESMO 2022 with two European breast cancer experts. The main topics

were:

Enhertu for HER2-low disease where we learned how enthusiastic the experts were

to use Enhertu in patients previously considered HR+/HER2-negative. As more data are

collected the experts anticipated using Enhertu as early as the 1L metastatic setting, and

certainly see a role in 2L after CDK4/6i progression.

The evolution of the oral SERD landscape on the back of a successful pivotal study with

Radius/Menarini's elacestrant in 2/3L HR+ patients, two failed studies and the subsequent

discontinuation of Sanofi's amcenestrant, a failed 2/3L study from Roche's giredestrant,

the recent discontinuation of Zentalis' program, and intriguing data with Sermonix's oral

SERM lasofoxifene. The bottom line here is that not all agents are created equal and we'll

continue watching the space as Olema (covered, OUTPERFORM) provides an update

later this year on a Phase 1 dose expansion study with OP-1250.

CDK2 as a potential resistance mechanism to CDK4/6 inhibition.

The opportunity for a better tolerated PI3Kα inhibitor and what the safety/efficacy

profile needs to be to get docs excited.

The interest in using Trodelvy in HR+ patients on the back of mature overall survival

data from TROPiCS-02.