Theratechnologies Inc T.TH

Alternate Symbol(s): THTX

Healthcare Biotechnology

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. It blocks viral entry into host cells while preserving normal immunologic function. The Company is also investigating an intramuscular method of administration of Trogarzo. 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.

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Theratechnologies Inc > Finally listened to call

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Comment by Wino115on Oct 14, 2022 12:47pm

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Post# 35025076

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Finally listened to call

Ok, I will settle your tiff. Your both wrong. ;-). Here is the best explanation, fits with other patterns I have seen in oncology trials, and is the way you plan out a trial once you see a very high probability it will move on to the next phase.

You'll recall that I once posted the average number of sites for trials based on both size of company and phase of trial. I will readily admit it was not 100's of data points, but was a dozen or so until you could see the pattern. The conclusion was small companies and phase 1 trials tend to have lower number of sites. Large companies start right out with 20-30 US sites and some (10 or so) sites in Europe (many are Euro companies). I was arguing for them to ramp up the sites for 1b from the 3 or so thay had activated, if you'll recall. They did get a few more up and recruiting. They probably are at the minimal number you need to get the 1b done.

But here's your answer -- they are seeing good things and now know they are no where near the sites needed for Phase 2 and Phase 3, and if you want Euro (or Can) approval with Phase 2 into Phase 3 data, you better get going now on those sites. They do cost money for THTX to set up, which they didn't have prior to the debt deal, and they take time.

So the reason they are now adding in US, Europe, Canada is because they are now more confident they will be getting in to Phase 2. What were the numbers --something like 60% or so of Phase 1 oncology don't make it to Phase 2. So you be cautious with your cash, but once you see the data start to tip you in to Phase 2 being fairly probable, you better start planning now!

That's why they're doing it--not becuase theres a problem getting 10 each in 5 tumor clases and another 15 or so in 6 centers in the US. That should be eminently doable over the 12 months they will have been recruting. Especially because they are in 2 huge cancer centers and all but one is in a major metropoliltan city (although you could say the PA center gets some Philly traffic).

juniper88 wrote: You made the accusation and you want me to disprove your accusation??

Realy???

You come up with the numbers to prove your accusation that patient accrual is a problem. Until you do it is just your assumption.

There is nothing I can write to shut someone like you up.

Joemare wrote: You write "Patient accrual is a problem". Do you have any proof of this or are you just making this up like everythig else you write??

Really???

Cough up the numbers to shut me up! I want to be proven wrong all the way.....I'll be a very happy shareholder making money. I want to be proven wrong. Now, I'm loosing money........That's the issue.