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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 palinc2000on Oct 10, 2022 6:06pm
63 Views
Post# 35016162

RE:RE:RE:RE:RE:RE:RE:RE:RE:Strategies for the drug discovery...

RE:RE:RE:RE:RE:RE:RE:RE:RE:Strategies for the drug discovery...

Of course they undertand...

PWIB123 wrote: How is it even possible they don't understand this?  You would have to be a moron to conclude anything different.  I don't believe they are that stupid.  I always gave them the benefit of the doubt that they didn't know how to manage the potential outcomes or were so busy trying to build the company that they had not yet applied the appropriate resources to put out the right information in a way that made sense.  If they seriously haven't figured this out yet, I am dumbfounded.
 

SPCEO1 wrote: I agree that progressive release of good phase 1b data, presuming it is good enough they can operate with highcnfidence that future data will also likely be good) is better for the stock price versus TH's normal approach of saving it for one big release. But I am not sure if TH has figured that out yet. 

qwerty22 wrote:

Presumably if it's generating responders now then it'll generate responders in the future. They can always do further updates. In fact adding more data to a developing story might be more impactful. If they have something meaningful they should share as soon as.

 

SPCEO1 wrote: TH should already know a lot about TH-1902 works. They should have enrolled 35 or so patients by now and around 20 may have gone the full 12 weeks. If the drug is as good as we think it is, it should already be evident even just in these early patients. The company's words and actions also indicate they have a good idea of where TH-1902 is heading. So, it would be helpful if they told us what they have learned so far.

But they may hold back as the info we want to hear now, and which they likely already have, is also key to optimize the future share offering they will need to do to fund the phase 2 trial(s). Since the stock market is in full bear mode right now and a phase 2 is not likely to start until April 2023, TH may decide to hold back that info until right before any share offering is commenced, hopefully under better market conditions and closer to the start of the phase 2. 

If that theory is correct, we will get a lot of postive commentary and few hard facts this week. 

I am hoping for more info this week but the above is a realistic scenario that would mean more waiting.

Meanwhile, it is apparent from today's low trading volume that we may be the only ones waiting to hear anything TH might say.  There is clearly not much anticipation built up for Thursday's reveal, whatever it might be.
 

 

Bucknelly21 wrote: It really is time to deliver, they know if it works or not 

 

 

 




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