Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 juniper88on Dec 21, 2022 2:29pm
104 Views
Post# 35185308

RE:RE:RE:RE:The Sort1+ Platform

RE:RE:RE:RE:The Sort1+ PlatformI pretty much agree with everything you wrote.  But exactly how do you screen for sortilin?  You take a biopsy?  Well, we all know that tumors are different within a single person.  There can even be multilple cell lines within the same tumor.  

I believe we need to realize that sortilin as a cancer target is stil in the very early stages of cancer research.  And I don't believe Thera as the resources to see this through.

qwerty22 wrote:

I think to a large extent being in the dark about many things is the normal state of affairs, and not just for shareholders.

When NGM shut down their NASH program it wasn't because they'd discovered something new about the MOA, it was because they didn't see that they were reaching the required efficacy. No need to know the "whys", just need to know if they can get that elusive efficacy signal.

I wouldn't bet on them knowing exactly what is required here. I think changing the dose is just another roll of the dice for them. Maybe the calculation is that it's worth putting a little more resources in if it can unlock the value of the tech. Maybe the data they have allows them to see what they don't have and exactly what they need to achieve. Maybe it just lets them shorten the path to the next decision point..

Maybe what they can see with the half-life of the drug is that they can now make a reasoned decision on dosing that allows for optimal drug exposure but all the things you say about upping efficacy while avoiding toxicity I'd be less convinced they have any sort of firm handle on that. 

We need to be realistic that the program now needs to be rescued from a negative place, that's not going to be easy.

It would make sense to drop the all-comer position now and go directly for high Sortilin patients. It matters less what the wider population response is, they just now need to prove they can get ANY meaningful clinical response by the sounds of it. Hopefully that gets them to the next decision point quicker. I think that should now be the priority, a quick route to either shutting this down or getting the data that proves this is still worth pursuing. It wouldn't surprise me if that decision point came faster than we even expect now.


juniper88 wrote: If the toxicity to the eyes is because the eyes have high sortilin expression and the docetaxol is entering the eye cells to the extend that it is causing the side effects then why would a more potent payload that destroys the cell and surrounding cells have less side effects?

Unfotunately we don't have any information of what is causing the side effects in the eyes and how serious those side effects are.  We can only speculate.  I would love to see them putting the GA68 as a payload to actually get a picture of where the payload ultimately ends up.  That would further the science a lot.  I doubt it though that Thera has the resources to do this.



jfm1330 wrote: Sorry, if lower and more frequent doses bring more TH1902 into cells expressing sortilin over time, it will do it for all cells expressing the receptor, not only cancer cells, so I don't see how you increase efficacy without increasing side effects. Unless side effects are related to free docetaxel. But hey! Only 10% of free docetaxel Thera told us. What is this10%? We still don't know.

Also, I don't understand why some are wondering about half-life now, Thera gave us an unclear data of 10% of free docetaxel in the bloodstream, and many thought it meant 90% of docetaxel ended up in the sortilin expressing cells. All that without knowing what this 10% value really was. AUC, Cmax? Nobody really knew. Also, many forgot that as soon as free docetaxel is released in the bloodstream, it passively diffuses into every cells it gets in contact with. So passive diffusion quickly clears the bloodstream from docetaxel. So even if the 10% value was area under the curve (AUC), i.e: total free docetaxel measured over time in the bloodstream after injection. It would not represent the real amount of free docetaxel released in the bloodstream, since part of it diffuses too quickly into cells to be meseared, unless Thera had some compensation factor in their calculations to account for it.

That leads us to the other potential problems that I pointed out here before. First the dimethyl glutaryl linker. A very simple ester linker when you compare with linkers used in ADCs that are far more complex. The question remains about the selective cleavability Thera claims this linker has, especially in humans. We have no proof of that in humans. The other potential problem is the stability of the peptide (TH19P01) within TH1902 (PDC construct). TH19P01, is made of 16 natural amino acids, with natural peptide bonds all easily cleavable by human enzymes (peptidases and proteases). Maybe within the PDC construct the two linkers/docetaxel molecules are stabilzing it through steric hindrance (blocking 3D access to enzymes), but Thera never explained why TH1902 is stable enough tohave the claimed 6 hours half-life in mice.

Wino is talking about other chemo drugs, about siRNA, but again, not about the obvious solution Lu177-DOTA and Ga68-DOTA. Why go with a proven solution and known chemistry that also gives you the ideal imaging tool to easily and properly screen the patients to only treat those suited for the treatment? Also, Lu177 and Ga68 does not need selective cleavage from the DOTA linker.

So proven cytotoxic agent overcoming all chemo possible resistance, no selective cleavage needed, the isotope needs to stay on the linker, and easy imaging tool with very low toxicity that would be of enormous help in the development and then for patient screening once the drug is approved. Also, Lu177 PDCs proven to be the only PDCs that works in humans, and showed no occular side effects. So why think about developing it? Let's stick with chemo that does not work with PDCs uptonow, or let's try to break totally new grounds with enormous siRNA molecules...

Wino115 wrote: The points from JFM, Sabbo and Juniper are important and they really have to discuss this in reasonable depth once they get revised protocol approved. For them to pause enrollment and not outright stop it there must have been something in the totality of all the data collected and what others may know about PDCs, taxols and other dosign approaches to at least have some belief that they can use some part of the function they've observed to the benefit of efficacy. Maybe it's that half life issue that is advantageous in being able to dose more frequently and not take a 3 week pause in getting the chemo agent in to the tumor. I'm totally speculating, but that is the kind of disclosures they need to make to investors once they relaunch the trial. Give us the full logic --what was seen and why a different approach to get from only seeing 2-3 signs of efficacy to something more robust and how dosing is an element they can play with to try to get there. They need to explain to us the parts of the concept they "think" are valid and functioning enough in humans to theorize there should be efficacy with that type of chemo dosing regimin and why. 

It's also encumbant that if they do think it's the chemo, that what they're seeing in their lab with other agents might lead to something more effective like what Sabbo and JFM are speculating on. If there is, that can be the basis for a partnership with someone who's taken those toxins further down the road and is looking for some way to target cells better. But they need to show that with data if it's there, which no one knows at this point.  They've talked about SN38 and SiRNA so give any insights if there are any.  That may be asking for too much, but the point of trying to validate the concept of the peptide and target would be valuable if there's any ability to actually do that from the data. 

Last point, I think their  trial is not a whole lot different than any other trial where you are trying to help the very late stage, heavily treated and resistant enrollees. All of those would face the same difficulties since it's just what happens at that stage unfortunately. I would assume there is always a mix of types of enrollees at the larger cancer centers in cities - some will try but end up deciding to stay at home with hospice and some will stay in centers doing everything they can to get through a trial. And you get everything in between. The unfortunate truth is there aren't many options left at that point and it would only be through a trial, and this is one of them some may try. I would think one advantage would be the side effects and safety issues have all been reported as still well below SAE3 levels. The issue is the robustness of the toxin doing it's thing on the tumors, not so much any treatment effects causing disenrollments.  Anyway, it's incumbant on them to really explain it all in a reasonable depth so there can be a far better understanding based on that collected data and their reasonable theories on the restarted trial. 

 "If they treat patient with 1x docetaxel of TH1902 once weekly, the toxcity might be weaker and efficacy might be better."





 



<< Previous
Bullboard Posts
Next >>