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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 Wino115on Mar 26, 2023 10:32pm
141 Views
Post# 35361662

RE:SAC meeting result expected by the end of March

RE:SAC meeting result expected by the end of MarchIt may take them a bit to compile all the Committees thoughts, questions, etc. so it could be anything from a fairly reasonable science update on what's, why's and where to go to something more mild and the need to continue pursuing some new aspects of the science to answer questions for both the commitee and FDA.  But I would assume some kind of update will result. 

All of it is to continue to pursue the science they have. This will be a gut check for Marsolais on the science because it will be 3 completely objective, unrelated accomplished research oncologists directly involved in the key 3 ares of their drug along with the lead investigator, Pfizers ex-CMO and THTX's looking at all the data they have around the therapy in humans so far.  If there is nothing there that would make a case to keep learning the science and how it may be functioning differently than the pre-clinical than this is it. This is where the data either convinces a large objective group there's something still to go for or there isn't.

In my view, if they see a way forward based on all the data they have, what that groups accumulated knowledge is around PDCs, docetaxal and sortilin and end up recommending a new protocol to see if they can tease out 2 or 3 more reponses for every 10 patients, then that's at least a decent sign.  Still doesn't mean they'll get those 2 or 3 responses, but they would have to see some kind of sign there's a theory and rationale or they just would go back to seeing if something like S38 is better and if they can use the combo lab results to partner on a combo or this new anti-metastatic combo, which to me is super-interesting and unique.  Let's see in a a week or so what we hear.  
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