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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 scarlet1967on Feb 22, 2024 7:47pm
128 Views
Post# 35894681

Zaidyn

Zaidyn

https://www.zs.com/about/case-studies/zaidyn-data-and-analytics-helps-theratechnologies-grow

Would all these commercial data and analytics improve the sales? Surely it should make it easier to understand the market, customer's expectations etc.

I think it's now quite clear that Trogarzo at best can retain its tiny market share but there should be more room for Egrifta to increase its market share. On a different note after listening to the PR today there were some comments on the sort1 platform's future potential and plans. They touch based on more toxic payloads and radioisotopes. Also there are now working on two new PDCs! Again I don't believe any of these has anything to do with the current trial but this is a fast moving industry( targeted drug delivery alone, modified and/or combinations with other drugs) experimenting with various payloads, combining it with immunotherapy, bi specific drugs targeting two different receptors etc. so the fact that the company is exploring those options is not unusual at all and they should even though they have limited resources try to keep up to the best they can with the other drugs. 

 

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