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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 Apr 19, 2023 12:54pm
146 Views
Post# 35403301

RE:RE:RE:Thoughts on AACR Posters -- overall, very good DELTAs.

RE:RE:RE:Thoughts on AACR Posters -- overall, very good DELTAs.Lastly with a commercial view, it seems to me a lot of these combo trials are a means for a company to move a bit quicker with their own drug and by combining it with an existing standard of care, the perceived risks (both science and investment) are more acceptable. We know combos also fail, but it's pretty darn clear they are probaby the largest group of trials going on in cancer if you search.  

To me, it points out that creating a "delta" --somethiing a bit better for a very particular type of tumor or stage, versus the main standard of care drug for that tumor is probably attractive becuase you have a huge chance of just piggybacking on that original drugs designation as being the standard of care.  You didn't go through all that, you just showed by adding your drug into the cocktail, its even better for some reason.  I would guess a lot of times the reason is still just theorized about and never 100% proven scientifically. 

That's all they need to do -- elaborate around this  finding, do some more, but go out now and talk to anyone and everyone working on anti PD-L1's and get a partner to move on it. If they got a decent partner, they could even trigger some ATM and contribute a bit, or at least leave that open as a possibility to lower future investment if they have that opportunity - get it covered with the partnership, but leave open your ability to shrink down the partner stake somewhat if you have the ability to in first year. The credibility a solid partner would lend to the Sort1 would, in my view, easily get them to levels at which we'd want them to trigger some ATM money!  Still all a dream. It should start with them talking about how they see this and what they're doing in the lab to strengthen it --SN38? Other immunotherapies?  The UQAM angle was about TNBC, so maybe they're trying it out on that too? 
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