RE:RE:RE:RE:RE:RE:TH1902 ClinicalTrials.gov Update Investing In The Pharmaceutical Sector Amid Surging Inflation
Investing In The Pharmaceutical Sector Amid Surging Inflation
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After outperforming the S&P 500 last year, the pharmaceutical sector looks poised to deliver another strong performance in 2023. To achieve investment success in the healthcare sector, an investor needs to have deep knowledge about companies, their products, the pipeline of drugs, technological developments, and the status of of regulatory approvals.”
“I have little idea what to make of anything about THTX right now.”
Well you are not alone!
SPCEO1 wrote: Here is a brief description of Windtree from Google:
What does windtree therapeutics do?
Windtree's goal is to develop unique therapies that significantly improve upon the treatment of severe, acute conditions, such as heart failure, early cardiogenic shock, lung injury associated with COVID-19 and neonatal respiratory distress – addressing some of the most underserved and costly acute conditions.
I have no idea what to make. Of course, I have little idea what to make of anything about THTX right now. I would have expected more news about cost cutting but have not seen anything about that. Maybe it is happening but clearly it is not happening on a large enough scale that it has to be announced. The announcement they are looking for a clinical trial auditor of sorts is a positive indicator for TH-1902 as you likely do not hire someone unless you feel pretty good about the FDA approving your revised trial protocol. Or maybe that hire was a requirement of the FDA if THTX hopes to proceed. My sense is something important is going on at THTX but what that important thing actualy is spans a wide range of possibilities from good to bad and both. One thing we probably have not considered enough is the chance that NASH partnership negotiations led to another pharma company concluding that rather than partnerring with TH it would be smarter to just buy them. Given how cheap the stock is, the cost of a NASH partnership and that the acquirer would also get the cancer asset and the accumulated tax losses, maybe that is a possibility. If you were a potential NASH partner for THTX and you were effectively going to transfer them even a small chunk of the economics if Egrifta ultimately got approved for NASH, you might just conclude it would be smarter just to acquire the company than partner with them. jfm1330 wrote: The strange one is Windtree Therapeutics. The three other ones are related to clinical trials.
Wino115 wrote: One looks like a fairly standard CRO but some of the others seem to have no purpose whatsoever in a geneticaly targeted cancer drug trial. It almost appears to be a mistake listing the Montreal dermatological one and the first one, which has it's own drugs in trial and is not a CRO. Perhaps this is some kind of clerical error by the website or something. Very odd and for such a small trial you definitely wouldn't need more than one CRO. I'm guessing that specific collab info is not accurate.
scarlet1967 wrote:
They don't need more than one CRO yet most of these companies provide CRO services?? Different opinions?
Also they have removed THTX as the point of contact?? Partners? What is the company up to?
https://clinicaltrials.gov/ct2/history/NCT04706962?A=6&B=7&C=merged#StudyPageTop
SPCEO1 wrote: They also added "Sort1+ cancers" to the list of conditions being studied, so a broader scope.
Other than the collaborators, who may have been in place all along and were just added for completeness now, there were no significant changes. The fact they did not change the end date of the study of 3/23 may be a bit ominous, though. Clearly, the study will take longer if it restarts.I imagine they cannot put a new end date in until they actually know what the new study approach entails. So, maybe it is not r eally all that ominous.
SABBOBCAT wrote: Looks like they finally updated the clinicaltrials.gov listing yesterday. There was an interesting tidbit in the collaborators section. It now lists altasciences, Windtree Therapeutics, Syneos Health, and Innovaderm Research Inc.
Perhaps some the more scientifically minded posters here can spool up some interesting theories as to what these relationships could be. Some of them are CRO based, but what stands out to me is some are specializing in dermatology and cardiovascular therapies.