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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

Post by Wino115on May 25, 2023 6:04pm
337 Views
Post# 35464742

AACR Poster - very interesting

AACR Poster - very interestingSo, the safety issues were not all that big --basic things we knew and <12%.  Still issues, but not the severe ones like seen in some ADCs.  Marsolais comment about being on  target and internalizing is helpful.  

We also know that there were some level or either partial responses or stability in ovarian, TNBC and prostate. So 3 of the cancers seen.  This is the first time we've actually heard about TNBC and that's a real positive.  Stable disease is not the ultiate result you want but does show there is an effect going on --the "concept" is there because a person with (avg) 8 previous treatments where nothing worked anymore actually survived and the metastices were controllable for some pretty long periods as you see --one for 40+ weeks which is a long, long, long time for someone on death's door.  Those SD rates and lengths are in there with other good cancer drugs.  

Nice to see the rock star investigator was willing to put her name on the PR talking about the results on the poster.   While it's still very important to see this data and the charts, we now know it will be for the full part 1 and 2 (so far) of 38 patients.  For a first time shot, seeing decent safety a few PRs and some very long SD's is actually a pretty good start.  It could just stay at that, but if there is something going on in there, which it seems there is now, finding a way to see more of the effect that is keeping the tumor stable to actually get in there and shrink it is what's needed.  It sounds like they will be trynig a few different techniques to "expand the window".   Overall, while we still need to see this data and to produce even better data, it's a nice start to round 3 in dosing the drug and seeing if it hits targets. It's certainly encouraging and not discouraging and makes the intereim stop seem more about them seeing it's having an effect but it needs to be tweaked to be better and we can see that --it's relativel safe and we see stability, so pause, reevaluate and let's get it coming back in a more effective way.  

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