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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 qwerty22on Nov 04, 2022 2:30pm
93 Views
Post# 35073979

RE:RE:RE:RE:From new Sortina Pharma site

RE:RE:RE:RE:From new Sortina Pharma site

Reports like this.

https://endpts.com/eli-lilly-rolls-snake-eyes-as-it-axes-two-early-stage-drugs-including-a-40m-cancer-therapy-from-fosun/

I've seen smaller biotech use the same excuse.



Wino115 wrote: On the new ability for US Gov to negotiate prices, I haven't dug in to that yet, but my possibly incorrect understanding is that it begins on a set list of very highly prescribed and expensive drugs.   I'm not sure if eventually everything gets swept up in to it or not.  Then again, all may change next year. We are hardly the beacon for good governance these days. 
 

qwerty22 wrote:

Yep DrugX(orY orZ)+Th1902 would be a great market but the development process would be much longer, bigger and more expensive. Something to look at when you have revenue flowing in from the first approval (a man can dream).

 

Wino115 wrote: This got cut off:  "They even mention that theirs is best for stopping the transportation of the cancer stem cells and is useful in combination with existing therapies. This is that idea of having an "anti-metastatic" drug.  THTX showed this with TH1902 where they did the pre and post-treatment dosage that showed it really stopped the spread of the cancer to the mouse lungs.  That alone would be a huge market, especially if it can be used in multiple solid tumor types beyond just Breast (which the Sortina drug is specializing solely on)."



 

 

Wino115 wrote: We've known of the Swedish Sortina Pharma folks for a while. I noticed they updated their website and put a bit more info on it. They have zeroed in on two small molecule drugs to try in the lab only for breast cancer samples. They are creatively calling them SORT01 and SORT02. Nice thing is that at least sortilin is getting a bit more press as a prospective target worthy or reserach money.  Recall, their approach is centered around stopping the proliferation of cancer stem cells, which express progranulin and sortilin. So it's different than what THTX is currently doing. They even mention that theirs is best for stopping the transportation of the cancer stem cells

They put up a bit on the market just for advanced breast cancer. Here's their market estimates.

"Market and sales potential for breast cancer

The global breast cancer therapeutic market size was USD 21.58 billion in 2019 and is projected to reach USD 55.27 billion by 2027
  • Recently launched products in the segment are priced at > USD 100 000 per year.
  • Subgroup of 20% with high risk value, identified by having elevated sortilin and progranulin tumor expression.
  • The market size of 20% subgroup is > USD 5 Billion in 2019 projected to be larger than USD 10 Billion in 2027.
  • 10 000 patients (1,4% of new BC in US + EU) treated per year would yield USD 1 Billion in yearly sales (priced USD 100 000)."
From Sortina Pharma website.

 

 




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