Theratechnologies Inc T.TH

RE:RE:RE:RE:THTX start commenting

[qwerty22]

You're doing hindsight science. You're assuming they knew there was a leaky tank and they should've done something about it. Well they didn't know. From what we know they had a pretty good run in preclinical that generally said the truck is running fine. When they published the preclinical paper I thought they'd done a pretty strong job of dissecting each step in the process of getting the PDC into the cell and delivering it's payload and had showed it all working fine.

If you truly believed this should be an evidenced based process you'd acknowledge that the preclinical data suggested the linker was behaving just fine, the peptide was interacting with the target and the payload was being delivered and doing it's job. No shortcuts, a couple of years of solid preclinical work after they took this over. I have almost started to think the preclinical went too well. Nothing stopped them and made them think we need to unpick this more. The PDC just outperformed docetaxel in so many cancer types it would be totally correct to think this is performing as expected. If the data tells you this is working just fine you have to believe that, you have to keep moving forward on that basis.

You can't theorize away uncertainty. You could throw endless resourses at a situation for an infinite amount of time and eventually remove it but that's never going to happen. With the type of work THTX does there's always going to be an element of taking a step into the unknown. I think we all recognized going from mice to human involved a lot of that, it always does. We got unlucky.

Stop trying to think you would have done this better. They followed the data, they did the right thing, they got the outcome most trying to do this get.

jfm1330 wrote: You just laid out again the company's story that failed as it is, up to now. At this point, again, we don't care about their preclinical results on mice xenografted with pure cancer cell lines. Real advanced cancers on real human patients are much more complex and what really matters is the results they got on these patients and what they learned out of them.

If the data they collected on humans up to now points clearly or very strongly towards a proof of concept for TH19P01 as a ligand to sortilin and as a drug carrier, then they should disclose it and seek a partner to help them desing a new PDC and help fund the development of this new PDC.

There is a reason why ADCs with more stable and complex linkers, and with much more powerful cytotoxic agents are working, there is also a reason why PDCs with a totally stable linker and radionuclides work, and that PDCs with simple and less stable linkers and old chemo drugs failed.

Thera took the easiest and less expansive way to try to hit a quick home run and change the nature of the company, but for what we know, this approach has failed to generate a valid drug, but that does not mean that the approach with TH19P01 as the ligand to sortilin and as a drug carrier is invalid. SORT1+ platform, as they call it, could still be a valid strategy, but PDCs are made of three elements, peptide/linker/cytotoxic agent, if the peptide part is valid, and the failure is with the linker and/or the cytotoxic agent, then you still have something to work with. If the peptide would be the invalid part, then it would be the end of it. So we need to know what are the results they have gathered at this point.

Compare TH1902 to a fleet of tanker trucks that are leaking their content, because of defective valve, at a certain rate on the road along their way to delivery points. At the delivery point they are recognized as legit and so are able to go through the security gate. Once inside the delivery point, users discover they have less than expected and that the fuel is not of the proper quality for the intended use. In this example, the whole thing is a failure, but fix the leaking valve, and fill the tank with the proper fuel for the intended use and the whole thing will do what it was intended to do.

This example is imperfect, obviously, but it shows that if the truck (peptide) is good and clearly identified to be recognized at the security gate, then fix the leaking valve on the tank (linker) and fill the tank with the proper liquid (cytotoxic agent) and you have a valid system that will properly do the job it was intended to do. Again, it's a simplification, it does not take into account wrong delivery points (sortilin on healthy cells) and passive diffusion into healthy cells of the leaked cytotoxic agent. The idea is to show that if the peptide does its job properly, then the PDC can be fixed.

scarlet1967 wrote: Because his suggestion starting from scratch manufacturing a new PDC with more stable cleavable linker and more potent cytokines doesn't solve the issue and it's not feasible. They don't have resources to start over and if so the sort1 technology is based on over expressed sortilin and transponders responsible for the efflux on cancer cells versus healthy cells which means more internalized PDC in cancer cells staying in the cell resulting in high intra cellular concentrations but at the same time the new PDC with extended half time internalizes in healthy cells less concentration but less efflux net result still a potential concentration level resulting in toxicity. That's why they did the micro array tests to measure the precedence of sortililn in various cancers because it all depends on the ratio of sortilin expression between cancer cells and healthy cells that's why I want to know the rational behind lower and more frequent dosing! Why it can increase the effectiveness and yet acceptable toxicity. So yes a new PDC staying longer in the plasma and more potent war head can increases the effectiveness but it also can cause more severe adverse effects.

realitycheck4u wrote: ".....and or the value of the R&D.".

R&D is only going to be given vale if they spell it all out - which I seriously have my doubts about.  They need to CLEARLY ARTICULATE every single possible concern on what they learned, what it means, what their changes COUKd mean and answer CLEARLY every single question as to why they are or why they are not moving forward in the approach outlined by JFM. 

 

scarlet1967 wrote:

 

 

 

 

 

It seems that they have filled that position as the posting is removed from LinkedIn and their website, also in January this year they hired a legal/medical advisor! As for preclinical projects I believe there are some ongoing studies in collaboration with UQAM, CQDM and Canadian cancer society which was funded in July 2022.

Is THTX and their partners all looking for people for the preclinical studies? Is the last global clinical… posting/ recruit was entirely/only for preclinical studies?

I don’t believe so because most if not all their preclinical studies are run by UQAM who is also looking for research assistant under supervision of very well merited researchers “ principal investigator, senior research assistant”. Why adding research folks to the payroll for a cash strapped company which is planning/prioritizing  profitability? 

Again THTX what are you up to? Let us know in timely manner as excising shareholders won’t like to be kept in the dark for too long especially after all these turns and twists in your R&D projects and current valuation which is a nightmare.

Any potential future retail investors will not get involved unless there is clear picture of what the company is up to even at these low prices. Decent frequent information sharing is a must to do for this ignored company despite $80 million sales and anticipated double digits sale growth. Are the R&D projects and all the current employees with expertise in hepatology/oncology a value lost or value added assets? What’s the process and why? What’s the progress? Bear or bull market you will be valued based on commercial success and or the value of the R&D. As per commercial success the numbers will say it all but the R&D projects need rationalized and convincing explanations of theirs achievable potentials, scientifically and financially. You let the market know and let it decide the probability of success stay quite the focus will be on the probability of failure. 

 

https://www.theratech.com/news-releases/news-release-details/cqdm-quebec-breast-cancer-foundation-and-theratechnologies-fund

 

Theratechnologies Inc. hiring Chef de l’assurance de la qualit clinique mondiale | Manager, Global Clinical Quality Assurance in Montreal, Quebec, Canada | LinkedIn

Theratechnologies Inc. hiring Chef de l’assurance de la qualit clinique mondiale | Manager, Global Clinical Quality Assurance in Montreal, Quebec, Canada | LinkedIn

https://www.linkedin.com/in/genevi%C3%A8ve-lefebvre-aa0009116

 

“Legal Advisor, Medical Affairs

 Theratechnologies Inc.

 Jan 2023 - Present • 2 months

 Montreal, Quebec, Canada Assist the legal affairs team in the review and drafting of commercial and medical contracts.”

 

Universit du Qubec Montral hiring Assitant / Associ de recherche in Montreal, Quebec, Canada

Universit du Qubec Montral hiring Assitant / Associ de recherche in Montreal, Quebec, Canada

 

“Our molecular oncology research laboratory is interested in the development and characterization of a new therapeutic approach against cancer.

 This project is carried out in collaboration with Theratechnologies Inc., a biopharmaceutical company specializing in the marketing and development of drugs that meet unmet needs and is jointly funded by the Consortium Qubcois pour la Dcouverte du Mdicament (CQDM) and the Canadian Cancer Society  .

 Job Description :

 The Research Assistant/Associate will work under the supervision of the Principal Investigator or a Senior Research Associate.  The candidate will perform various scientific and administrative tasks.

 Responsibilities:

 -Have excellent skills in cell culture, microscopy, immunofluorescence, cell and molecular biology (RNA and protein extraction, RT-PCR,

 qPCR, Western-type immunoblotting), cytotoxicity and cell proliferation assays, flow cytometry, manipulation of radioisotopes;

 -Have proven experience in pharmacology and development of ligand binding and internalization assays;

 -Compile, analyze and interpret its results;

 -Maintain an up-to-date laboratory notebook and follow standard operating procedures;

 -Participate in the tasks necessary for the proper functioning of the laboratory.

 

Requirements:

 -University degree (M.Sc., Ph.D.) in biomedical sciences, cell biology, biology, biochemistry, pharmacology or in a related field;

 -Experience in a pharmaceutical environment would be an asset;

 - Ability to organize and document (literature review)

 -Knowledge of Word, Excel, Power Point, and

 GraphPad Prism.

 Personal qualities:

 -Positive, enthusiastic personality,

 

Submission of applications:

 Interested candidates should send their CV, a brief cover letter, and the contact details of

 2-3 people referred by email to Borhane

 Annabi, principal researcher ([e-mail]).

 PS: We thank all applicants for their interest.  Only the people selected for an interview will be contacted.  UQAM subscribes to employment equity.”